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Lakeside Advisors’s Constellation Energy CEG Stock Holding History

Lakeside Advisors’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 		$738K Sell
2,970
-66
-2% -$18.6K 0.46% 39
2026
Q1 		$848K Sell
3,036
-3
-0.1% -$912 0.57% 32
2025
Q4 		$1.07M Sell
3,039
-33
-1% -$12K 0.69% 28
2025
Q3 		$1.01M Sell
3,072
-200
-6% -$64.5K 0.64% 28
2025
Q2 		$1.06M Sell
3,272
-415
-11% -$110K 0.68% 28
2025
Q1 		$743K Sell
3,687
-432
-10% -$116K 0.49% 30
2024
Q4 		$921K Sell
4,119
-66
-2% -$16.5K 0.61% 30
2024
Q3 		$1.09M Sell
4,185
-315
-7% -$62.6K 0.68% 27
2024
Q2 		$901K Sell
4,500
-266
-6% -$54.3K 0.59% 28
2024
Q1 		$881K Sell
4,766
-248
-5% -$35.2K 0.56% 30
2023
Q4 		$586K Sell
5,014
-100
-2% -$11.7K 0.41% 36
2023
Q3 		$558K Sell
5,114
-382
-7% -$39.4K 0.43% 35
2023
Q2 		$503K Sell
5,496
-281
-5% -$23.3K 0.37% 36
2023
Q1 		$453K Sell
5,777
-100
-2% -$8.09K 0.35% 38
2022
Q4 		$507K Sell
5,877
-100
-2% -$9K 0.42% 37
2022
Q3 		$497K Hold
5,977
– – 0.44% 35
2022
Q2 		$342K Sell
5,977
-81
-1% -$4.87K 0.29% 41
2022
Q1 		$341K Buy
+6,058
New +$296K 0.26% 41

Other funds holding CEG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lakeside Advisors's CEG Position: Q2 2026 in Review

Lakeside Advisors reduced its Constellation Energy (CEG) stake by 2.2% in Q2 2026, selling an estimated $18.6K and leaving 2,970 shares worth $738K. The position accounts for 0.46% of the portfolio, ranked #39.

Lakeside Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2024. 970 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Lakeside Advisors held 2,970 shares of Constellation Energy worth $738K as of Q2 2026.
  • Lakeside Advisors sold 66 Constellation Energy shares in Q2 2026, an estimated $18.6K.
  • Constellation Energy made up 0.46% of Lakeside Advisors's portfolio in Q2 2026, its #39 holding.
  • Lakeside Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • Lakeside Advisors's Constellation Energy position peaked at $1.09M in Q3 2024.
  • 970 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.