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True Wealth Design’s Constellation Energy CEG Stock Holding History

True Wealth Design’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 		$50.3K Buy
198
+162
+450% +$43.3K 0.01% 503
2026
Q2 		$8.94K Sell
36
-58
-62% -$16.3K ﹤0.01% 1101
2026
Q1 		$26.2K Buy
94
+65
+224% +$19.8K 0.01% 608
2025
Q4 		$10.2K Sell
29
-3
-9% -$1.09K ﹤0.01% 855
2025
Q3 		$10.4K Buy
32
+5
+19% +$1.61K ﹤0.01% 819
2025
Q2 		$8.57K Buy
27
+9
+50% +$2.38K ﹤0.01% 632
2025
Q1 		$3.54K Sell
18
-89
-83% -$23.9K ﹤0.01% 797
2024
Q4 		$23.8K Buy
107
+4
+4% +$997 0.01% 300
2024
Q3 		$26.8K Buy
103
+91
+758% +$18.1K 0.01% 279
2024
Q2 		$2.4K Buy
12
+3
+33% +$612 ﹤0.01% 344
2024
Q1 		$1.66K Buy
9
+4
+80% +$568 ﹤0.01% 372
2023
Q4 		$585 Hold
5
– – ﹤0.01% 439
2023
Q3 		$546 Hold
5
– – ﹤0.01% 408
2023
Q2 		$458 Hold
5
– – ﹤0.01% 461
2023
Q1 		$393 Hold
5
– – ﹤0.01% 583
2022
Q4 		$431 Buy
+5
New +$450 ﹤0.01% 490

Other funds holding CEG

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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

True Wealth Design's CEG Position: Q3 2026 in Review

True Wealth Design increased its Constellation Energy (CEG) stake by 450% in Q3 2026, buying an estimated $43.3K and bringing the position to 198 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #503.

True Wealth Design first reported a position in CEG in Q4 2022 and has held it in 16 quarters since. 312 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • True Wealth Design held 198 shares of Constellation Energy worth $50.3K as of Q3 2026.
  • True Wealth Design bought 162 Constellation Energy shares in Q3 2026, an estimated $43.3K.
  • Constellation Energy made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #503 holding.
  • True Wealth Design first reported a position in Constellation Energy in Q4 2022 and has held it in 16 quarters since.
  • 312 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.