Lake Street Private Wealth’s Constellation Energy CEG Stock Holding History

Lake Street 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	$365K	Sell	1,471 -54	-4%	-$15.2K	0.04%	205
2026 Q1	$426K	Sell	1,525 -23	-1%	-$6.99K	0.05%	184
2025 Q4	$547K	Buy	1,548 +13	+0.8%	+$4.72K	0.07%	167
2025 Q3	$505K	Buy	1,535 +49	+3%	+$15.8K	0.07%	167
2025 Q2	$480K	Buy	1,486 +15	+1%	+$3.97K	0.07%	161
2025 Q1	$297K	Hold	1,471	–	–	0.05%	198
2024 Q4	$329K	Sell	1,471 -45	-3%	-$11.2K	0.05%	186
2024 Q3	$394K	Buy	1,516 +21	+1%	+$4.17K	0.06%	189
2024 Q2	$299K	Hold	1,495	–	–	0.04%	264
2024 Q1	$276K	Buy	+1,495	New	+$212K	0.04%	268

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 $3.38T AUM 44.17% 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

Lake Street Private Wealth's CEG Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Constellation Energy (CEG) stake by 3.5% in Q2 2026, selling an estimated $15.2K and leaving 1,471 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #205.

Lake Street Private Wealth first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $547K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Lake Street Private Wealth held 1,471 shares of Constellation Energy worth $365K as of Q2 2026.
Lake Street Private Wealth sold 54 Constellation Energy shares in Q2 2026, an estimated $15.2K.
Constellation Energy made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #205 holding.
Lake Street Private Wealth first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
Lake Street Private Wealth's Constellation Energy position peaked at $547K in Q4 2025.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.