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Lake Street Advisors Group’s Constellation Energy CEG Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$1.03M Buy
4,593
+436
+10% +$109K 0.05% 225
2024
Q3 		$1.08M Sell
4,157
-146
-3% -$29K 0.05% 206
2024
Q2 		$862K Buy
4,303
+1,786
+71% +$364K 0.04% 237
2024
Q1 		$465K Buy
2,517
+27
+1% +$3.83K 0.02% 352
2023
Q4 		$291K Buy
+2,490
New +$291K 0.01% 446

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lake Street Advisors Group's CEG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Constellation Energy (CEG) stake by 10% in Q4 2024, buying an estimated $109K and bringing the position to 4,593 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #225.

Lake Street Advisors Group first reported a position in CEG in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2024. 1,544 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Lake Street Advisors Group held 4,593 shares of Constellation Energy worth $1.03M as of Q4 2024.
  • Lake Street Advisors Group bought 436 Constellation Energy shares in Q4 2024, an estimated $109K.
  • Constellation Energy made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #225 holding.
  • Lake Street Advisors Group first reported a position in Constellation Energy in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Constellation Energy position peaked at $1.08M in Q3 2024.
  • 1,544 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.