WPC
CEG icon

Wedmont Private Capital’s Constellation Energy CEG Stock Holding History

Wedmont Private Capital’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 		$3.53M Buy
12,395
+2,223
+22% +$594K 0.08% 137
2026
Q2 		$2.56M Sell
10,172
-344
-3% -$96.9K 0.07% 149
2026
Q1 		$2.99M Buy
10,516
+428
+4% +$130K 0.1% 123
2025
Q4 		$3.42M Buy
10,088
+121
+1% +$44K 0.12% 107
2025
Q3 		$3.57M Buy
9,967
+202
+2% +$65.2K 0.13% 94
2025
Q2 		$3.1M Buy
9,765
+414
+4% +$110K 0.13% 94
2025
Q1 		$1.95M Sell
9,351
-147
-2% -$39.4K 0.1% 121
2024
Q4 		$2.9M Buy
9,498
+490
+5% +$122K 0.15% 79
2024
Q3 		$2.51M Buy
9,008
+730
+9% +$145K 0.14% 85
2024
Q2 		$1.8M Buy
8,278
+129
+2% +$26.3K 0.11% 105
2024
Q1 		$1.53M Buy
8,149
+1,600
+24% +$227K 0.11% 115
2023
Q4 		$766K Buy
6,549
+1,066
+19% +$124K 0.06% 213
2023
Q3 		$611K Buy
5,483
+2,538
+86% +$262K 0.06% 219
2023
Q2 		$280K Buy
+2,945
New +$244K 0.03% 394
2023
Q1 		– Sell
-3,222
Closed -$269K – 470
2022
Q4 		$269K Buy
+3,222
New +$290K 0.04% 360

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

Wedmont Private Capital's CEG Position: Q3 2026 in Review

Wedmont Private Capital increased its Constellation Energy (CEG) stake by 22% in Q3 2026, buying an estimated $594K and bringing the position to 12,395 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #137.

Wedmont Private Capital first reported a position in CEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.57M in Q3 2025. 63 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Wedmont Private Capital held 12,395 shares of Constellation Energy worth $3.53M as of Q3 2026.
  • Wedmont Private Capital bought 2,223 Constellation Energy shares in Q3 2026, an estimated $594K.
  • Constellation Energy made up 0.08% of Wedmont Private Capital's portfolio in Q3 2026, its #137 holding.
  • Wedmont Private Capital first reported a position in Constellation Energy in Q4 2022 and has held it in 15 quarters since.
  • Wedmont Private Capital's Constellation Energy position peaked at $3.57M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.