Root Financial Partners
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Root Financial Partners’s Constellation Energy CEG Stock Holding History

Root Financial Partners’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$557K Buy
2,193
+1,257
+134% +$336K 0.02% 208
2026
Q2 		$232K Sell
936
-71
-7% -$20K 0.01% 355
2026
Q1 		$281K Buy
1,007
+56
+6% +$17K 0.01% 259
2025
Q4 		$336K Buy
951
+213
+29% +$77.4K 0.02% 214
2025
Q3 		$243K Buy
+738
New +$238K 0.02% 242

Other funds holding CEG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Root Financial Partners's CEG Position: Q3 2026 in Review

Root Financial Partners increased its Constellation Energy (CEG) stake by 134% in Q3 2026, buying an estimated $336K and bringing the position to 2,193 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #208.

Root Financial Partners first reported a position in CEG in Q3 2025 and has held it in 5 quarters since. 756 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Root Financial Partners held 2,193 shares of Constellation Energy worth $557K as of Q3 2026.
  • Root Financial Partners bought 1,257 Constellation Energy shares in Q3 2026, an estimated $336K.
  • Constellation Energy made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #208 holding.
  • Root Financial Partners first reported a position in Constellation Energy in Q3 2025 and has held it in 5 quarters since.
  • 756 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.