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Valeo Financial Advisors’s Constellation Energy CEG Stock Holding History

Valeo Financial 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 		$626K Buy
2,466
+120
+5% +$32.1K 0.01% 396
2026
Q2 		$583K Buy
2,346
+52
+2% +$14.6K 0.01% 410
2026
Q1 		$641K Sell
2,294
-3,040
-57% -$924K 0.02% 354
2025
Q4 		$1.88M Buy
5,334
+115
+2% +$41.8K 0.04% 179
2025
Q3 		$1.72M Sell
5,219
-361
-6% -$117K 0.04% 189
2025
Q2 		$1.8M Buy
5,580
+191
+4% +$50.5K 0.04% 191
2025
Q1 		$1.09M Buy
5,389
+961
+22% +$258K 0.03% 248
2024
Q4 		$991K Buy
4,428
+2,800
+172% +$698K 0.03% 266
2024
Q3 		$423K Sell
1,628
-20
-1% -$3.97K 0.01% 449
2024
Q2 		$330K Buy
1,648
+44
+3% +$8.98K 0.01% 492
2024
Q1 		$299K Sell
1,604
-122
-7% -$17.3K 0.01% 504
2023
Q4 		$202K Buy
+1,726
New +$201K 0.01% 590

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

Valeo Financial Advisors's CEG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Constellation Energy (CEG) stake by 5.1% in Q3 2026, buying an estimated $32.1K and bringing the position to 2,466 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #396.

Valeo Financial Advisors first reported a position in CEG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2025. 55 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Valeo Financial Advisors held 2,466 shares of Constellation Energy worth $626K as of Q3 2026.
  • Valeo Financial Advisors bought 120 Constellation Energy shares in Q3 2026, an estimated $32.1K.
  • Constellation Energy made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #396 holding.
  • Valeo Financial Advisors first reported a position in Constellation Energy in Q4 2023 and has held it in 12 quarters since.
  • Valeo Financial Advisors's Constellation Energy position peaked at $1.88M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

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