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 Q3	$709K	Sell	2,793 -177	-6%	-$47.3K	0.41%	38
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Lakeside Advisors's CEG Position: Q3 2026 in Review

Lakeside Advisors reduced its Constellation Energy (CEG) stake by 6% in Q3 2026, selling an estimated $47.3K and leaving 2,793 shares worth $709K. The position accounts for 0.41% of the portfolio, ranked #38.

Lakeside Advisors first reported a position in CEG in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.09M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Lakeside Advisors held 2,793 shares of Constellation Energy worth $709K as of Q3 2026.
Lakeside Advisors sold 177 Constellation Energy shares in Q3 2026, an estimated $47.3K.
Constellation Energy made up 0.41% of Lakeside Advisors's portfolio in Q3 2026, its #38 holding.
Lakeside Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 19 quarters since.
Lakeside Advisors's Constellation Energy position peaked at $1.09M in Q3 2024.
1,436 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.