Skip to main content

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

CEG holding history

Constellation Energy Corp in every 13F filed by Live Oak Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEG overviewAll 13F holders of CEGFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2024
Holdings of CEG by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−801−100.0%Sold outHolders
Q1 2026801$223.7K<0.1%00.0%UnchangedHolders
Q4 2025801$283.0K<0.1%−365−31.3%ReducedHolders
Q3 20251,166$383.7K0.1%00.0%UnchangedHolders
Q2 20251,166$376.3K0.1%00.0%UnchangedHolders
Q1 20251,166$235.1K<0.1%00.0%UnchangedHolders
Q4 20241,166$260.8K<0.1%00.0%UnchangedHolders
Q3 20241,166$303.2K<0.1%00.0%UnchangedHolders
Q2 20241,166$233.5K<0.1%00.0%UnchangedHolders
Q1 20241,166$215.5K<0.1%+1,166NewHolders