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Lake Hills Wealth Management’s Constellation Energy CEG Stock Holding History

Lake Hills Wealth Management’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 		– Sell
-1,619
Closed -$452K – 67
2026
Q1 		$452K Buy
1,619
+975
+151% +$296K 0.25% 38
2025
Q4 		$228K Sell
644
-170
-21% -$61.8K 0.12% 56
2025
Q3 		$268K Buy
814
+10
+1% +$3.23K 0.14% 45
2025
Q2 		$259K Buy
+804
New +$213K 0.15% 50

Other funds holding CEG

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lake Hills Wealth Management's CEG Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 1,619 shares — an estimated $452K sold.

Lake Hills Wealth Management first reported a position in CEG in Q2 2025 and held it in 4 quarters. The position peaked at $452K in Q1 2026. 766 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Lake Hills Wealth Management reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 1,619 Constellation Energy shares in Q2 2026, an estimated $452K.
  • Lake Hills Wealth Management first reported a position in Constellation Energy in Q2 2025 and held it in 4 quarters.
  • Lake Hills Wealth Management's Constellation Energy position peaked at $452K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.