TRUE Private Wealth Advisors
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TRUE Private Wealth Advisors’s Constellation Energy CEG Stock Holding History

TRUE Private Wealth Advisors’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 		$302K Buy
1,189
+180
+18% +$48.1K 0.03% 230
2026
Q2 		$251K Buy
1,009
+173
+21% +$48.7K 0.02% 243
2026
Q1 		$234K Hold
836
– – 0.02% 244
2025
Q4 		$295K Sell
836
-225
-21% -$81.8K 0.03% 210
2025
Q3 		$349K Hold
1,061
– – 0.04% 188
2025
Q2 		$343K Buy
+1,061
New +$281K 0.04% 190

Other funds holding CEG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

TRUE Private Wealth Advisors's CEG Position: Q3 2026 in Review

TRUE Private Wealth Advisors increased its Constellation Energy (CEG) stake by 18% in Q3 2026, buying an estimated $48.1K and bringing the position to 1,189 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #230.

TRUE Private Wealth Advisors first reported a position in CEG in Q2 2025 and has held it in 6 quarters since. The position peaked at $349K in Q3 2025. 1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • TRUE Private Wealth Advisors held 1,189 shares of Constellation Energy worth $302K as of Q3 2026.
  • TRUE Private Wealth Advisors bought 180 Constellation Energy shares in Q3 2026, an estimated $48.1K.
  • Constellation Energy made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #230 holding.
  • TRUE Private Wealth Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 6 quarters since.
  • TRUE Private Wealth Advisors's Constellation Energy position peaked at $349K in Q3 2025.
  • 1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.