Sterling Wealth Management
CEG icon

Sterling Wealth Management’s Constellation Energy CEG Stock Holding History

Sterling 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 		$239K Hold
939
– – 0.06% 108
2026
Q2 		$233K Hold
939
– – 0.06% 111
2026
Q1 		$262K Hold
939
– – 0.07% 96
2025
Q4 		$332K Hold
939
– – 0.09% 80
2025
Q3 		$309K Hold
939
– – 0.09% 82
2025
Q2 		$303K Buy
+939
New +$248K 0.1% 81
2024
Q4 		$210K Sell
939
-35
-4% -$8.73K 0.08% 102
2024
Q3 		$253K Buy
+974
New +$194K 0.09% 100

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

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

Sterling Wealth Management held its Constellation Energy (CEG) position steady in Q3 2026 at 939 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #108.

Sterling Wealth Management first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $332K in Q4 2025. 721 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Sterling Wealth Management held 939 shares of Constellation Energy worth $239K as of Q3 2026.
  • Sterling Wealth Management left its Constellation Energy share count unchanged in Q3 2026.
  • Constellation Energy made up 0.06% of Sterling Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Sterling Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Sterling Wealth Management's Constellation Energy position peaked at $332K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

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