Toth Financial Advisory’s Constellation Energy CEG Stock Holding History

Toth Financial Advisory’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	$26.4K	Buy	+104	New	+$27.8K	﹤0.01%	470
2026 Q2	–	Sell	-5	Closed	-$1.4K	–	893
2026 Q1	$1.4K	Sell	5 -936	-99%	-$284K	﹤0.01%	760
2025 Q4	$332K	Buy	941 +936	+18,720%	+$340K	0.04%	188
2025 Q3	$1.65K	Hold	5	–	–	﹤0.01%	707
2025 Q2	$1.61K	Sell	5 -2	-29%	-$529	﹤0.01%	670
2025 Q1	$1.41K	Hold	7	–	–	﹤0.01%	634
2024 Q4	$1.57K	Hold	7	–	–	﹤0.01%	611
2024 Q3	$1.82K	Hold	7	–	–	﹤0.01%	608
2024 Q2	$1.4K	Buy	+7	New	+$1.43K	﹤0.01%	660

Other funds holding CEG

SCM

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Toth Financial Advisory's CEG Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Constellation Energy (CEG) in Q3 2026: 104 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in CEG as recently as Q1 2026.

Toth Financial Advisory first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $332K in Q4 2025. 59 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Toth Financial Advisory held 104 shares of Constellation Energy worth $26.4K as of Q3 2026.
Constellation Energy was a new Toth Financial Advisory position in Q3 2026.
Constellation Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #470 holding.
Toth Financial Advisory first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
Toth Financial Advisory's Constellation Energy position peaked at $332K in Q4 2025.
59 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.