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Douglas Lane & Associates’s Constellation Energy CEG Stock Holding History

Douglas Lane & Associates’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 		– Sell
-1,080
Closed -$268K – 247
2026
Q2 		$268K Buy
1,080
+331
+44% +$93.2K ﹤0.01% 232
2026
Q1 		$209K Buy
749
+44
+6% +$13.4K ﹤0.01% 235
2025
Q4 		$249K Hold
705
– – ﹤0.01% 221
2025
Q3 		$232K Sell
705
-20
-3% -$6.46K ﹤0.01% 227
2025
Q2 		$234K Buy
+725
New +$192K ﹤0.01% 223

Other funds holding CEG

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Douglas Lane & Associates's CEG Position: Q3 2026 in Review

Douglas Lane & Associates sold out of Constellation Energy (CEG) in Q3 2026, closing a stake of 1,080 shares — an estimated $268K sold.

Douglas Lane & Associates first reported a position in CEG in Q2 2025 and held it in 5 quarters. The position peaked at $268K in Q2 2026. 167 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Douglas Lane & Associates reported no remaining Constellation Energy position as of Q3 2026 after selling out during the quarter.
  • Douglas Lane & Associates sold 1,080 Constellation Energy shares in Q3 2026, an estimated $268K.
  • Douglas Lane & Associates first reported a position in Constellation Energy in Q2 2025 and held it in 5 quarters.
  • Douglas Lane & Associates's Constellation Energy position peaked at $268K in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.