Xcel Wealth Management’s Constellation Energy CEG Stock Holding History

Xcel 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	$225K	Buy	+886	New	+$237K	0.06%	137

Other funds holding CEG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Xcel Wealth Management opened a new position in Constellation Energy (CEG) in Q3 2026: 886 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings.

1,436 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Xcel Wealth Management held 886 shares of Constellation Energy worth $225K as of Q3 2026.
Constellation Energy was a new Xcel Wealth Management position in Q3 2026.
Constellation Energy made up 0.06% of Xcel Wealth Management's portfolio in Q3 2026, its #137 holding.
1,436 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.