VisionPoint Advisory Group
CEG icon

VisionPoint Advisory Group’s Constellation Energy CEG Stock Holding History

VisionPoint Advisory Group’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 		$245K Buy
+965
New +$258K 0.04% 396
2025
Q4 		– Sell
-762
Closed -$251K – 399
2025
Q3 		$251K Buy
762
+128
+20% +$41.3K 0.05% 336
2025
Q2 		$205K Buy
+634
New +$168K 0.04% 346
2024
Q3 		– Sell
-122
Closed -$24.4K – 324
2024
Q2 		$24.4K Buy
122
+92
+307% +$18.8K 0.01% 362
2024
Q1 		$5.55K Sell
30
-5
-14% -$710 ﹤0.01% 522
2023
Q4 		$4.09K Buy
+35
New +$4.08K ﹤0.01% 517

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

VisionPoint Advisory Group's CEG Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in Constellation Energy (CEG) in Q3 2026: 965 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #396 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in CEG as recently as Q3 2025.

VisionPoint Advisory Group first reported a position in CEG in Q4 2023 and has held it in 6 quarters since. The position peaked at $251K in Q3 2025. 512 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • VisionPoint Advisory Group held 965 shares of Constellation Energy worth $245K as of Q3 2026.
  • Constellation Energy was a new VisionPoint Advisory Group position in Q3 2026.
  • Constellation Energy made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #396 holding.
  • VisionPoint Advisory Group first reported a position in Constellation Energy in Q4 2023 and has held it in 6 quarters since.
  • VisionPoint Advisory Group's Constellation Energy position peaked at $251K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.