SkyOak Wealth’s Constellation Energy CEG Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-648	Closed	-$229K	–	258
2025 Q4	$229K	Sell	648 -113	-15%	-$41.1K	0.04%	219
2025 Q3	$250K	Hold	761	–	–	0.05%	214
2025 Q2	$246K	Sell	761 -500	-40%	-$132K	0.05%	205
2025 Q1	$254K	Sell	1,261 -354	-22%	-$94.9K	0.06%	191
2024 Q4	$361K	Buy	+1,615	New	+$403K	0.08%	148

Other funds holding CEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

SkyOak Wealth's CEG Position: Q1 2026 in Review

SkyOak Wealth sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 648 shares — an estimated $229K sold.

SkyOak Wealth first reported a position in CEG in Q4 2024 and held it in 5 quarters. The position peaked at $361K in Q4 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

SkyOak Wealth reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
SkyOak Wealth sold 648 Constellation Energy shares in Q1 2026, an estimated $229K.
SkyOak Wealth first reported a position in Constellation Energy in Q4 2024 and held it in 5 quarters.
SkyOak Wealth's Constellation Energy position peaked at $361K in Q4 2024.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.