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Laurel Oak Wealth Management’s Constellation Energy CEG Stock Holding History

Laurel Oak 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 		$1.19M Buy
4,810
+72
+2% +$20.3K 0.17% 106
2026
Q1 		$1.32M Buy
4,738
+13
+0.3% +$3.95K 0.22% 85
2025
Q4 		$1.67M Buy
+4,725
New +$1.72M 0.28% 67

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laurel Oak Wealth Management's CEG Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Constellation Energy (CEG) stake by 1.5% in Q2 2026, buying an estimated $20.3K and bringing the position to 4,810 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #106.

Laurel Oak Wealth Management first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Laurel Oak Wealth Management held 4,810 shares of Constellation Energy worth $1.19M as of Q2 2026.
  • Laurel Oak Wealth Management bought 72 Constellation Energy shares in Q2 2026, an estimated $20.3K.
  • Constellation Energy made up 0.17% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Laurel Oak Wealth Management first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Constellation Energy position peaked at $1.67M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.