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Trium Capital’s Constellation Energy CEG Stock Holding History

Trium Capital’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 		$521K Sell
2,051
-515
-20% -$138K 0.66% 22
2026
Q2 		$637K Buy
+2,566
New +$723K 0.39% 32

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Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Trium Capital's CEG Position: Q3 2026 in Review

Trium Capital reduced its Constellation Energy (CEG) stake by 20% in Q3 2026, selling an estimated $138K and leaving 2,051 shares worth $521K. The position accounts for 0.66% of the portfolio, ranked #22.

Trium Capital first reported a position in CEG in Q2 2026 and has held it in 2 quarters since. The position peaked at $637K in Q2 2026. 312 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Trium Capital held 2,051 shares of Constellation Energy worth $521K as of Q3 2026.
  • Trium Capital sold 515 Constellation Energy shares in Q3 2026, an estimated $138K.
  • Constellation Energy made up 0.66% of Trium Capital's portfolio in Q3 2026, its #22 holding.
  • Trium Capital first reported a position in Constellation Energy in Q2 2026 and has held it in 2 quarters since.
  • Trium Capital's Constellation Energy position peaked at $637K in Q2 2026.
  • 312 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.