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Trust Company’s Constellation Energy CEG Stock Holding History

Trust Company’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 		$508 Hold
2
– – ﹤0.01% 741
2026
Q2 		$497 Hold
2
– – ﹤0.01% 754
2026
Q1 		$559 Hold
2
– – ﹤0.01% 676
2025
Q4 		$707 Buy
+2
New +$727 ﹤0.01% 602

Other funds holding CEG

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Trust Company's CEG Position: Q3 2026 in Review

Trust Company held its Constellation Energy (CEG) position steady in Q3 2026 at 2 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Trust Company first reported a position in CEG in Q4 2025 and has held it in 4 quarters since. The position peaked at $707 in Q4 2025. 80 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Trust Company held 2 shares of Constellation Energy worth $508 as of Q3 2026.
  • Trust Company left its Constellation Energy share count unchanged in Q3 2026.
  • Constellation Energy made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #741 holding.
  • Trust Company first reported a position in Constellation Energy in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Constellation Energy position peaked at $707 in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.