Owen LaRue’s Constellation Energy CEG Stock Holding History

Owen LaRue’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	$627K	Sell	2,468 -1,400	-36%	-$374K	0.21%	88
2026 Q2	$961K	Buy	3,868 +3	+0.1%	+$845	0.33%	67
2026 Q1	$1.08M	Sell	3,865 -5,266	-58%	-$1.6M	0.41%	55
2025 Q4	$3.23M	Sell	9,131 -124	-1%	-$45.1K	1.23%	23
2025 Q3	$3.05M	Sell	9,255 -995	-10%	-$321K	1.2%	24
2025 Q2	$3.31M	Buy	10,250 +64	+0.6%	+$16.9K	1.41%	19
2025 Q1	$2.05M	Buy	10,186 +486	+5%	+$130K	1.02%	26
2024 Q4	$2.17M	Hold	9,700	–	–	1.13%	22
2024 Q3	$2.52M	Sell	9,700 -2,351	-20%	-$467K	1.34%	23
2024 Q2	$2.41M	Sell	12,051 -2,700	-18%	-$551K	1.49%	19
2024 Q1	$2.73M	Buy	14,751 +1,001	+7%	+$142K	1.71%	21
2023 Q4	$1.61M	Sell	13,750 -10,550	-43%	-$1.23M	1.53%	23
2023 Q3	$2.65M	Buy	+24,300	New	+$2.5M	2.92%	10

Other funds holding CEG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Owen LaRue's CEG Position: Q3 2026 in Review

Owen LaRue reduced its Constellation Energy (CEG) stake by 36% in Q3 2026, selling an estimated $374K and leaving 2,468 shares worth $627K. The position accounts for 0.21% of the portfolio, ranked #88.

Owen LaRue first reported a position in CEG in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.31M in Q2 2025. 1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Owen LaRue held 2,468 shares of Constellation Energy worth $627K as of Q3 2026.
Owen LaRue sold 1,400 Constellation Energy shares in Q3 2026, an estimated $374K.
Constellation Energy made up 0.21% of Owen LaRue's portfolio in Q3 2026, its #88 holding.
Owen LaRue first reported a position in Constellation Energy in Q3 2023 and has held it in 13 quarters since.
Owen LaRue's Constellation Energy position peaked at $3.31M in Q2 2025.
1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Owen LaRue's 13F filing for Q3 2026, filed 13 Nov 2026.