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James T. Borello RIA’s Constellation Energy CEG Stock Holding History

James T. Borello RIA’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 		$19.1K Sell
75
-8
-10% -$2.14K ﹤0.01% 434
2026
Q2 		$20.6K Sell
83
-40
-33% -$11.3K ﹤0.01% 406
2026
Q1 		$34.3K Buy
123
+57
+86% +$17.3K 0.01% 262
2025
Q4 		$23.3K Buy
66
+30
+83% +$10.9K 0.01% 258
2025
Q3 		$11.8K Buy
+36
New +$11.6K ﹤0.01% 289

Other funds holding CEG

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's CEG Position: Q3 2026 in Review

James T. Borello RIA reduced its Constellation Energy (CEG) stake by 9.6% in Q3 2026, selling an estimated $2.14K and leaving 75 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

James T. Borello RIA first reported a position in CEG in Q3 2025 and has held it in 5 quarters since. The position peaked at $34.3K in Q1 2026. 336 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • James T. Borello RIA held 75 shares of Constellation Energy worth $19.1K as of Q3 2026.
  • James T. Borello RIA sold 8 Constellation Energy shares in Q3 2026, an estimated $2.14K.
  • Constellation Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #434 holding.
  • James T. Borello RIA first reported a position in Constellation Energy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Constellation Energy position peaked at $34.3K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.