Welch Group
CEG icon

Welch Group’s Constellation Energy CEG Stock Holding History

Welch 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 		$238K Sell
936
-552
-37% -$148K 0.01% 291
2026
Q2 		$370K Buy
1,488
+1
+0.1% +$282 0.01% 228
2026
Q1 		$415K Hold
1,487
– – 0.02% 203
2025
Q4 		$525K Buy
1,487
+92
+7% +$33.4K 0.02% 170
2025
Q3 		$459K Buy
1,395
+335
+32% +$108K 0.02% 179
2025
Q2 		$342K Buy
+1,060
New +$280K 0.01% 198

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Welch Group's CEG Position: Q3 2026 in Review

Welch Group reduced its Constellation Energy (CEG) stake by 37% in Q3 2026, selling an estimated $148K and leaving 936 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #291.

Welch Group first reported a position in CEG in Q2 2025 and has held it in 6 quarters since. The position peaked at $525K in Q4 2025. 1,105 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Welch Group held 936 shares of Constellation Energy worth $238K as of Q3 2026.
  • Welch Group sold 552 Constellation Energy shares in Q3 2026, an estimated $148K.
  • Constellation Energy made up 0.01% of Welch Group's portfolio in Q3 2026, its #291 holding.
  • Welch Group first reported a position in Constellation Energy in Q2 2025 and has held it in 6 quarters since.
  • Welch Group's Constellation Energy position peaked at $525K in Q4 2025.
  • 1,105 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.