Integrated Advisors Network 13F: Adds $1.6M to CEG Stake

Integrated Advisors Network boosted its stake in Constellation Energy Corporation CEG by 346.6% during the third quarter, according to a Form 13F filing on October 20, 2026. The firm purchased an additional 6,222 shares of the utility provider, bringing its total holdings to 8,017 shares. That stake was valued at approximately $2.04 million at the time of the filing.

CEG Constellation Energy Corporation

$272.70 ▼ -25.21% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Integrated Advisors Network's Constellation Energy Position

Integrated Advisors Network grew its investment significantly from a previous baseline of 1,795 shares. The addition of 6,222 shares resulted in a 346.6% increase in the firm's position. Institutional filings provide a look at portfolio adjustments made over the course of the quarter, showing how smaller advisory firms manage their utility allocations.

Other Institutional Activity in Constellation Energy

Other large investors adjusted their positions in the utility provider around the same reporting periods. Coatue Management reduced its holdings by 1,274,699 shares, ending with 4,632,475 shares worth about $1.15 billion. Generate Investment Management grew its stake by 109,499 shares to finish with 134,499 shares valued at roughly $34.17 million. ECP ControlCo, LLC trimmed 7,673,379 shares, leaving it with 14,370,227 shares worth about $3.89 billion. Capital International Investors lifted its holdings by 1,048,281 shares to reach 12,657,149 shares valued at approximately $3.43 billion.

Constellation Energy Corporation Stock Up 4.6%

Shares of Constellation Energy Corporation CEG recently traded around $270.65, sitting above the event-day close of $258.84 recorded on October 20, 2026. The stock trades below its 50-day moving average of $275.56 and below its 200-day moving average of $283.76. The company carries a market capitalization of $93.25 billion and a P/E ratio of 26.53.

Recent Earnings

Constellation Energy posted trailing twelve-month revenue of $31.27 billion and earnings of $9.92 per share. Year-over-year revenue growth stood at 23.0%, with a net profit margin of 11.1% and a return on equity of 15.1%. The company is scheduled to release its next financial results on November 9, 2026.

Dividend

Eligible shareholders receive an annual dividend rate of $1.71 per share, translating to a dividend yield of 0.65%. The payout ratio sits at 15.9% of earnings.

Insider Buying and Selling at Constellation Energy Corporation

Director Roger W Crandall purchased 1,500 shares of Constellation Energy Corporation on August 11, 2026, at an average price of $278.62, totaling $417,931.

Analysts Set New Price Targets

Argus Research maintained a buy rating on August 11, 2026, with a $325.00 price target. Morgan Stanley kept an overweight rating on August 21, 2026, and lifted its target to $364.00, later raising it to $369.00 on September 18, 2026. Bernstein reiterated an outperform rating with a $296.00 target on October 6, 2026. CIBC initiated coverage with an outperformer rating and a $358.00 target on October 16, 2026. Overall, the stock holds a consensus buy rating from 22 analysts with a mean price target of $337.57.

About Constellation Energy

Constellation Energy Corporation generates and sells power products and services across the United States. Operating through segments like Mid-Atlantic, Midwest, New York, and ERCOT, the company produces electricity from nuclear, wind, solar, natural gas, and hydroelectric sources with roughly 31,676 megawatts of total generating capacity.

Bottom Line

Integrated Advisors Network's larger stake reflects ongoing portfolio adjustments among advisory firms holding the utility. Observers will monitor the upcoming earnings report on November 9, 2026, for further updates on financial performance and nuclear generation output.