Pin Oak Investment Advisors’s Constellation Energy CEG Stock Holding History

Pin Oak Investment 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	$141K	Buy	568 +4	+0.7%	+$1.13K	0.1%	141
2026 Q1	$157K	Hold	564	–	–	0.11%	122
2025 Q4	$147K	Hold	564	–	–	0.1%	127
2025 Q3	$186K	Hold	564	–	–	0.13%	111
2025 Q2	$113K	Hold	564	–	–	0.1%	131
2025 Q1	$116K	Hold	564	–	–	0.09%	134
2024 Q4	$147K	Hold	564	–	–	0.13%	113
2024 Q3	$146K	Hold	564	–	–	0.13%	114
2024 Q2	$113K	Hold	564	–	–	0.11%	118
2024 Q1	$104K	Hold	564	–	–	0.1%	129
2023 Q4	$66K	Hold	564	–	–	0.07%	150
2023 Q3	$62K	Hold	564	–	–	0.07%	147
2023 Q2	$52K	Hold	564	–	–	0.06%	156
2023 Q1	$44K	Hold	564	–	–	0.05%	160
2022 Q4	$49K	Hold	564	–	–	0.06%	141
2022 Q3	$47K	Hold	564	–	–	0.06%	139
2022 Q2	$32K	Hold	564	–	–	0.04%	175
2022 Q1	$32K	Buy	+564	New	+$27.5K	0.03%	202

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

Pin Oak Investment Advisors's CEG Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Constellation Energy (CEG) stake by 0.71% in Q2 2026, buying an estimated $1.13K and bringing the position to 568 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #141.

Pin Oak Investment Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $186K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Pin Oak Investment Advisors held 568 shares of Constellation Energy worth $141K as of Q2 2026.
Pin Oak Investment Advisors bought 4 Constellation Energy shares in Q2 2026, an estimated $1.13K.
Constellation Energy made up 0.1% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #141 holding.
Pin Oak Investment Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
Pin Oak Investment Advisors's Constellation Energy position peaked at $186K in Q3 2025.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.