Stiles Financial Services’s Constellation Energy CEG Stock Holding History

Stiles Financial Services’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	$3.41M	Buy	13,408 +718	+6%	+$192K	0.87%	32
2026 Q2	$3.15M	Buy	12,690 +947	+8%	+$267K	0.79%	42
2026 Q1	$3.28M	Buy	11,743 +951	+9%	+$289K	1%	31
2025 Q4	$3.81M	Buy	10,792 +866	+9%	+$315K	1.17%	20
2025 Q3	$3.27M	Buy	9,926 +1,078	+12%	+$348K	1.03%	24
2025 Q2	$2.86M	Buy	8,848 +1,492	+20%	+$395K	0.99%	29
2025 Q1	$1.48M	Buy	7,356 +2,800	+61%	+$750K	0.57%	61
2024 Q4	$1.02M	Buy	+4,556	New	+$1.14M	0.37%	80

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Stiles Financial Services's CEG Position: Q3 2026 in Review

Stiles Financial Services increased its Constellation Energy (CEG) stake by 5.7% in Q3 2026, buying an estimated $192K and bringing the position to 13,408 shares worth $3.41M. The position accounts for 0.87% of the portfolio, ranked #32.

Stiles Financial Services first reported a position in CEG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.81M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Stiles Financial Services held 13,408 shares of Constellation Energy worth $3.41M as of Q3 2026.
Stiles Financial Services bought 718 Constellation Energy shares in Q3 2026, an estimated $192K.
Constellation Energy made up 0.87% of Stiles Financial Services's portfolio in Q3 2026, its #32 holding.
Stiles Financial Services first reported a position in Constellation Energy in Q4 2024 and has held it in 8 quarters since.
Stiles Financial Services's Constellation Energy position peaked at $3.81M in Q4 2025.
1,184 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.