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Whalen Wealth Management’s Constellation Energy CEG Stock Holding History

Whalen Wealth Management’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 		– Sell
-1,219
Closed -$303K – 211
2026
Q2 		$303K Buy
1,219
+109
+10% +$30.7K 0.14% 163
2026
Q1 		$310K Sell
1,110
-363
-25% -$110K 0.17% 152
2025
Q4 		$520K Sell
1,473
-290
-16% -$105K 0.28% 86
2025
Q3 		$580K Buy
+1,763
New +$569K 0.34% 66
2025
Q1 		– Sell
-1,377
Closed -$308K – 127
2024
Q4 		$308K Buy
+1,377
New +$343K 0.21% 92

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

Whalen Wealth Management's CEG Position: Q3 2026 in Review

Whalen Wealth Management sold out of Constellation Energy (CEG) in Q3 2026, closing a stake of 1,219 shares — an estimated $303K sold.

Whalen Wealth Management first reported a position in CEG in Q4 2024 and held it in 5 quarters. The position peaked at $580K in Q3 2025. 55 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Whalen Wealth Management reported no remaining Constellation Energy position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,219 Constellation Energy shares in Q3 2026, an estimated $303K.
  • Whalen Wealth Management first reported a position in Constellation Energy in Q4 2024 and held it in 5 quarters.
  • Whalen Wealth Management's Constellation Energy position peaked at $580K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.