Lido Advisors
CEG icon

Lido Advisors’s Constellation Energy CEG Stock Holding History

Lido 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 		$4.71M Sell
18,946
-1,890
-9% -$532K 0.01% 513
2026
Q1 		$5.82M Buy
20,836
+437
+2% +$133K 0.02% 425
2025
Q4 		$6.79M Buy
20,399
+2,203
+12% +$801K 0.02% 389
2025
Q3 		$5.99M Buy
18,196
+2,809
+18% +$907K 0.02% 400
2025
Q2 		$4.97M Sell
15,387
-5,894
-28% -$1.56M 0.02% 375
2025
Q1 		$4.29M Sell
21,281
-418
-2% -$112K 0.02% 377
2024
Q4 		$4.85M Sell
21,699
-27,406
-56% -$6.83M 0.02% 329
2024
Q3 		$12.8M Buy
49,105
+1,353
+3% +$269K 0.06% 171
2024
Q2 		$9.56M Buy
47,752
+42,033
+735% +$8.57M 0.05% 183
2024
Q1 		$1.06M Buy
5,719
+743
+15% +$106K 0.01% 635
2023
Q4 		$582K Sell
4,976
-49,064
-91% -$5.73M ﹤0.01% 802
2023
Q3 		$5.89M Buy
54,040
+51,182
+1,791% +$5.28M 0.04% 206
2023
Q2 		$262K Buy
+2,858
New +$237K ﹤0.01% 999

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

Lido Advisors's CEG Position: Q2 2026 in Review

Lido Advisors reduced its Constellation Energy (CEG) stake by 9.1% in Q2 2026, selling an estimated $532K and leaving 18,946 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #513.

Lido Advisors first reported a position in CEG in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q3 2024. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Lido Advisors held 18,946 shares of Constellation Energy worth $4.71M as of Q2 2026.
  • Lido Advisors sold 1,890 Constellation Energy shares in Q2 2026, an estimated $532K.
  • Constellation Energy made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #513 holding.
  • Lido Advisors first reported a position in Constellation Energy in Q2 2023 and has held it in 13 quarters since.
  • Lido Advisors's Constellation Energy position peaked at $12.8M in Q3 2024.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.