Wealth Preservation Advisors’s Constellation Energy CEG Stock Holding History

Wealth Preservation 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	$322K	Buy	1,267 +187	+17%	+$50K	0.15%	80
2026 Q2	$268K	Buy	+1,080	New	+$304K	0.15%	69
2026 Q1	–	Sell	-1,068	Closed	-$377K	–	1049
2025 Q4	$377K	Hold	1,068	–	–	0.19%	56
2025 Q3	$351K	Hold	1,068	–	–	0.2%	55
2025 Q2	$345K	Buy	1,068 +2	+0.2%	+$529	0.21%	63
2025 Q1	$215K	Buy	+1,066	New	+$286K	0.15%	73

Other funds holding CEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wealth Preservation Advisors's CEG Position: Q3 2026 in Review

Wealth Preservation Advisors increased its Constellation Energy (CEG) stake by 17% in Q3 2026, buying an estimated $50K and bringing the position to 1,267 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #80.

Wealth Preservation Advisors first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $377K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Wealth Preservation Advisors held 1,267 shares of Constellation Energy worth $322K as of Q3 2026.
Wealth Preservation Advisors bought 187 Constellation Energy shares in Q3 2026, an estimated $50K.
Constellation Energy made up 0.15% of Wealth Preservation Advisors's portfolio in Q3 2026, its #80 holding.
Wealth Preservation Advisors first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's Constellation Energy position peaked at $377K in Q4 2025.
1,248 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.