World Equity Group’s Constellation Energy CEG Stock Holding History

World Equity 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	$219K	Buy	+862	New	+$230K	0.09%	226
2026 Q2	–	Sell	-776	Closed	-$217K	–	392
2026 Q1	$217K	Buy	776 +20	+3%	+$6.08K	0.06%	345
2025 Q4	$267K	Buy	756 +102	+16%	+$37.1K	0.07%	285
2025 Q3	$215K	Buy	+654	New	+$211K	0.05%	323
2024 Q4	–	Sell	-788	Closed	-$205K	–	364
2024 Q3	$205K	Buy	+788	New	+$157K	0.07%	249
2023 Q2	–	Sell	-22,249	Closed	-$144K	–	351
2023 Q1	$144K	Buy	+22,249	New	+$1.8M	0.02%	484

Other funds holding CEG

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

World Equity Group's CEG Position: Q3 2026 in Review

World Equity Group opened a new position in Constellation Energy (CEG) in Q3 2026: 862 shares worth $219K. The stake represents 0.09% of the portfolio and ranks #226 among its holdings. This is a return to the name: World Equity Group previously reported a position in CEG as recently as Q1 2026.

World Equity Group first reported a position in CEG in Q1 2023 and has held it in 6 quarters since. The position peaked at $267K in Q4 2025. 405 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

World Equity Group held 862 shares of Constellation Energy worth $219K as of Q3 2026.
Constellation Energy was a new World Equity Group position in Q3 2026.
Constellation Energy made up 0.09% of World Equity Group's portfolio in Q3 2026, its #226 holding.
World Equity Group first reported a position in Constellation Energy in Q1 2023 and has held it in 6 quarters since.
World Equity Group's Constellation Energy position peaked at $267K in Q4 2025.
405 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.