RMR Wealth Builders 13F: Adds $548K to CEG Stake
Key Points
- RMR Wealth Builders boosted its Constellation Energy Corporation CEG holdings by 12.6% during the third quarter, adding 2,157 shares to end with 19,329 shares worth about $4.91 million.
- The utility provider trades around $255.32, sitting below its 50-day moving average of $275.17 and well under its 52-week high of $406.04.
- Wall Street maintains a consensus buy rating on the stock with a mean price target of $338.21 ahead of the company's next earnings report on November 9, 2026.
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RMR Wealth Builders increased its holdings in Constellation Energy Corporation CEG by 12.6% during the third quarter, according to a Form 13F filing disclosed on October 22, 2026.
CEG
Constellation Energy Corporation
What Changed in RMR Wealth Builders's Constellation Energy Position
The firm acquired an additional 2,157 shares of the independent power producer, bringing its total ownership to 19,329 shares. The reported value of the stake reached approximately $4.91 million at the close of the period, up from its previous holding of 17,172 shares.
Other Institutional Activity in Constellation Energy
Other major funds also adjusted their positions in the utility provider around the same time. E. Ohman J:or Asset Management grew its holdings by 11,466 shares, ending with 126,989 shares worth about $32.26 million. Integrated Advisors Network lifted its stake by 6,222 shares to hold 8,017 shares valued at roughly $2.04 million. Generate Investment Management added 109,499 shares, finishing with 134,499 shares worth about $34.17 million. Meanwhile, Coatue Management reduced its holdings by 1,274,699 shares, ending with 4,632,475 shares valued at roughly $1.15 billion.
Constellation Energy Corporation Stock Down 1.4%
Constellation Energy shares recently traded around $255.32 as of October 23, 2026, roughly even with the $255.21 close recorded on the filing date of October 22, 2026. The stock sits 7.2% below its 50-day moving average of $275.17 and 9.7% below its 200-day moving average of $282.80. The share price rests 37.1% below its 52-week high of $406.04 and 11.7% above its 52-week low of $228.63, while trading 24.5% below the average analyst price target.
Recent Earnings
Constellation Energy Corporation reported trailing twelve month revenue of $31.27 billion and earnings of $10.23 per share.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
1 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 5.7%. Revenue beat estimates by 26.3%.
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Profit surprise
EBITDA beat by 14 percent. Operating income missed by 49 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 target raise.
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Earnings quality
Gross margin up 30.2 points. Operating margin up 14.2 points. Positive free cash flow.
Earnings Call Summary
Constellation delivered a strong first quarter, earning $2.74 per share in adjusted operating earnings, mostly from Calpine accretion and higher capacity prices in PJM. The company also repurchased $335 million of stock at an average price of $285 per share. Management emphasized that regulatory clarity in PJM on large data center connections is expected by year end, which should unlock substantial customer contracting that has been paused pending those rules.
Guidance The company reaffirmed its full year earnings guidance of $11 to $12 per share. Management highlighted free cash flow of $8.4 billion across 2026 and 2027, with further growth to $11.5 billion to $13 billion in 2028 and 2029 before optional upside levers.
Good report. The company beat and showed some forward improvement, with a few meaningful caveats.
Dividend
The company distributes an annual dividend rate of $1.71 per share.
Insider Buying and Selling at Constellation Energy Corporation
Director Roger W. Crandall purchased 1,500 shares on August 11, 2026, at an average price of $278.62 for a total value of $417,931.
Analysts Set New Price Targets
Wall Street analysts have updated their outlooks on the stock, with 22 analysts currently rating the shares a buy on average.
About Constellation Energy
Constellation Energy Corporation generates and sells electricity and natural gas across the United States. It operates a large portfolio of zero-carbon nuclear facilities alongside wind, solar, and hydroelectric assets to supply power to wholesale and retail customers.
Bottom Line
Investors are watching for the company's next earnings report on November 9, 2026. Institutional filing data provides a look at how professional money managers are positioning their portfolios, though these reports reflect past activity rather than current trades.
Related Filing Alerts
Source: RMR Wealth Builders's 13F filing on $CEG (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts