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Venture Visionary Partners’s Constellation Energy CEG Stock Holding History

Venture Visionary Partners’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 		$659K Buy
2,595
+69
+3% +$18.4K 0.02% 422
2026
Q2 		$627K Buy
2,526
+10
+0.4% +$2.82K 0.02% 434
2026
Q1 		$703K Buy
2,516
+127
+5% +$38.6K 0.02% 366
2025
Q4 		$844K Buy
2,389
+617
+35% +$224K 0.03% 342
2025
Q3 		$583K Sell
1,772
-8
-0.4% -$2.58K 0.02% 385
2025
Q2 		$575K Sell
1,780
-192
-10% -$50.8K 0.02% 375
2025
Q1 		$398K Buy
1,972
+202
+11% +$54.1K 0.02% 424
2024
Q4 		$396K Sell
1,770
-6
-0.3% -$1.5K 0.02% 416
2024
Q3 		$462K Buy
1,776
+250
+16% +$49.7K 0.02% 391
2024
Q2 		$306K Buy
1,526
+144
+10% +$29.4K 0.01% 456
2024
Q1 		$255K Buy
+1,382
New +$196K 0.01% 478
2022
Q3 		– Sell
-1,434
Closed -$82.1K – 642
2022
Q2 		$82.1K Buy
+1,434
New +$86.2K 0.01% 663

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

Venture Visionary Partners's CEG Position: Q3 2026 in Review

Venture Visionary Partners increased its Constellation Energy (CEG) stake by 2.7% in Q3 2026, buying an estimated $18.4K and bringing the position to 2,595 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #422.

Venture Visionary Partners first reported a position in CEG in Q2 2022 and has held it in 12 quarters since. The position peaked at $844K in Q4 2025. 80 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Venture Visionary Partners held 2,595 shares of Constellation Energy worth $659K as of Q3 2026.
  • Venture Visionary Partners bought 69 Constellation Energy shares in Q3 2026, an estimated $18.4K.
  • Constellation Energy made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #422 holding.
  • Venture Visionary Partners first reported a position in Constellation Energy in Q2 2022 and has held it in 12 quarters since.
  • Venture Visionary Partners's Constellation Energy position peaked at $844K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.