SFG Wealth Management’s Constellation Energy CEG Stock Holding History

SFG Wealth Management’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	$338K	Sell	1,329 -7	-0.5%	-$1.87K	0.12%	91
2026 Q2	$332K	Sell	1,336 -51	-4%	-$14.4K	0.12%	101
2026 Q1	$387K	Sell	1,387 -500	-26%	-$152K	0.16%	77
2025 Q4	$667K	Hold	1,887	–	–	0.26%	68
2025 Q3	$621K	Buy	+1,887	New	+$609K	0.27%	67
2025 Q2	–	Sell	-2,893	Closed	-$583K	–	89
2025 Q1	$583K	Buy	2,893 +500	+21%	+$134K	0.28%	67
2024 Q4	$535K	Buy	2,393 +870	+57%	+$217K	0.28%	52
2024 Q3	$396K	Hold	1,523	–	–	0.21%	66
2024 Q2	$305K	Buy	1,523 +50	+3%	+$10.2K	0.17%	76
2024 Q1	$272K	Buy	+1,473	New	+$209K	0.16%	81

Other funds holding CEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SFG Wealth Management's CEG Position: Q3 2026 in Review

SFG Wealth Management reduced its Constellation Energy (CEG) stake by 0.52% in Q3 2026, selling an estimated $1.87K and leaving 1,329 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #91.

SFG Wealth Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $667K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

SFG Wealth Management held 1,329 shares of Constellation Energy worth $338K as of Q3 2026.
SFG Wealth Management sold 7 Constellation Energy shares in Q3 2026, an estimated $1.87K.
Constellation Energy made up 0.12% of SFG Wealth Management's portfolio in Q3 2026, its #91 holding.
SFG Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
SFG Wealth Management's Constellation Energy position peaked at $667K in Q4 2025.
1,248 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.