West Branch Capital’s Constellation Energy CEG Stock Holding History

West Branch 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 Q2	$19.6K	Sell	79 -150	-66%	-$42.2K	﹤0.01%	191
2026 Q1	$63.9K	Hold	229	–	–	0.02%	123
2025 Q4	$80.9K	Buy	229 +78	+52%	+$28.3K	0.02%	123
2025 Q3	$49.7K	Buy	151 +60	+66%	+$19.4K	0.01%	146
2025 Q2	$29.4K	Hold	91	–	–	0.01%	179
2025 Q1	$18.3K	Hold	91	–	–	0.01%	235
2024 Q4	$20.4K	Buy	91 +90	+9,000%	+$22.4K	0.01%	220
2024 Q3	$261	Buy	+1	New	+$199	﹤0.01%	450
2022 Q2	–	Sell	-96	Closed	-$5K	–	427
2022 Q1	$5K	Buy	+96	New	+$4.68K	﹤0.01%	350

Other funds holding CEG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return