Brandywine Oak Private Wealth’s Constellation Energy CEG Stock Holding History

Brandywine Oak Private Wealth’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 Q2	$253K	Sell	1,020 -41	-4%	-$11.5K	0.02%	217
2026 Q1	$296K	Sell	1,061 -18	-2%	-$5.47K	0.02%	194
2025 Q4	$381K	Hold	1,079	–	–	0.03%	171
2025 Q3	$355K	Buy	1,079 +59	+6%	+$19K	0.03%	179
2025 Q2	$329K	Sell	1,020 -6	-0.6%	-$1.59K	0.03%	179
2025 Q1	$207K	Hold	1,026	–	–	0.02%	216
2024 Q4	$229K	Buy	+1,026	New	+$256K	0.02%	212
2023 Q3	–	Sell	-5,023	Closed	-$460K	–	232
2023 Q2	$460K	Buy	5,023 +1	+0%	+$83	0.05%	162
2023 Q1	$394K	Sell	5,022 -84	-2%	-$6.79K	0.05%	175
2022 Q4	$440K	Sell	5,106 -5	-0.1%	-$450	0.05%	163
2022 Q3	$425K	Hold	5,111	–	–	0.06%	171
2022 Q2	$292K	Hold	5,111	–	–	0.04%	250
2022 Q1	$287K	Buy	+5,111	New	+$249K	0.03%	266

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brandywine Oak Private Wealth's CEG Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Constellation Energy (CEG) stake by 3.9% in Q2 2026, selling an estimated $11.5K and leaving 1,020 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #217.

Brandywine Oak Private Wealth first reported a position in CEG in Q1 2022 and has held it in 13 quarters since. The position peaked at $460K in Q2 2023. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Brandywine Oak Private Wealth held 1,020 shares of Constellation Energy worth $253K as of Q2 2026.
Brandywine Oak Private Wealth sold 41 Constellation Energy shares in Q2 2026, an estimated $11.5K.
Constellation Energy made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #217 holding.
Brandywine Oak Private Wealth first reported a position in Constellation Energy in Q1 2022 and has held it in 13 quarters since.
Brandywine Oak Private Wealth's Constellation Energy position peaked at $460K in Q2 2023.
1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.