Lido Advisors
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
EC
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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lido Advisors's CEG Position: Q1 2026 in Review

Lido Advisors increased its Constellation Energy (CEG) stake by 2.1% in Q1 2026, buying an estimated $133K and bringing the position to 20,836 shares worth $5.82M. The position accounts for 0.02% of the portfolio, ranked #425.

Lido Advisors first reported a position in CEG in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Lido Advisors held 20,836 shares of Constellation Energy worth $5.82M as of Q1 2026.
  • Lido Advisors bought 437 Constellation Energy shares in Q1 2026, an estimated $133K.
  • Constellation Energy made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #425 holding.
  • Lido Advisors first reported a position in Constellation Energy in Q2 2023 and has held it in 12 quarters since.
  • Lido Advisors's Constellation Energy position peaked at $12.8M in Q3 2024.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.