Lineweaver Wealth Advisors’s Constellation Energy CEG Stock Holding History

Lineweaver 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	$306K	Sell	1,233 -69	-5%	-$19.4K	0.04%	155
2026 Q1	$363K	Sell	1,302 -2	-0.2%	-$608	0.05%	144
2025 Q4	$461K	Sell	1,304 -661	-34%	-$240K	0.06%	149
2025 Q3	$647K	Sell	1,965 -33	-2%	-$10.7K	0.09%	121
2025 Q2	$645K	Buy	1,998 +426	+27%	+$113K	0.1%	112
2025 Q1	$317K	Buy	1,572 +99	+7%	+$26.5K	0.05%	122
2024 Q4	$330K	Buy	1,473 +8	+0.5%	+$2K	0.06%	113
2024 Q3	$381K	Buy	1,465 +5	+0.3%	+$993	0.07%	107
2024 Q2	$292K	Buy	1,460 +9	+0.6%	+$1.84K	0.06%	114
2024 Q1	$268K	Buy	+1,451	New	+$206K	0.06%	115

Other funds holding CEG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return