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LiftPoint Family Wealth Advisors’s Constellation Energy CEG Stock Holding History

LiftPoint Family Wealth 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 		$247K Buy
995
+104
+12% +$29.3K 0.17% 62
2026
Q1 		$249K Sell
891
-1
-0.1% -$304 0.21% 48
2025
Q4 		$315K Buy
+892
New +$324K 0.27% 38

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

LiftPoint Family Wealth Advisors's CEG Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its Constellation Energy (CEG) stake by 12% in Q2 2026, buying an estimated $29.3K and bringing the position to 995 shares worth $247K. The position accounts for 0.17% of the portfolio, ranked #62.

LiftPoint Family Wealth Advisors first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 995 shares of Constellation Energy worth $247K as of Q2 2026.
  • LiftPoint Family Wealth Advisors bought 104 Constellation Energy shares in Q2 2026, an estimated $29.3K.
  • Constellation Energy made up 0.17% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • LiftPoint Family Wealth Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • LiftPoint Family Wealth Advisors's Constellation Energy position peaked at $315K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.