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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

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

Lineweaver Wealth Advisors's CEG Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its Constellation Energy (CEG) stake by 5.3% in Q2 2026, selling an estimated $19.4K and leaving 1,233 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #155.

Lineweaver Wealth Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $647K in Q3 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Lineweaver Wealth Advisors held 1,233 shares of Constellation Energy worth $306K as of Q2 2026.
  • Lineweaver Wealth Advisors sold 69 Constellation Energy shares in Q2 2026, an estimated $19.4K.
  • Constellation Energy made up 0.04% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Lineweaver Wealth Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Lineweaver Wealth Advisors's Constellation Energy position peaked at $647K in Q3 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.