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Linscomb Wealth’s Constellation Energy CEG Stock Holding History

Linscomb Wealth’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 		$222K Hold
894
– – 0.01% 300
2026
Q1 		$250K Hold
894
– – 0.01% 311
2025
Q4 		$316K Sell
894
-10
-1% -$3.63K 0.01% 260
2025
Q3 		$298K Buy
+904
New +$292K 0.01% 267
2025
Q1 		– Sell
-894
Closed -$200K – 296
2024
Q4 		$200K Hold
894
– – 0.01% 288
2024
Q3 		$232K Buy
+894
New +$178K 0.01% 277

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

Linscomb Wealth's CEG Position: Q2 2026 in Review

Linscomb Wealth held its Constellation Energy (CEG) position steady in Q2 2026 at 894 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #300.

Linscomb Wealth first reported a position in CEG in Q3 2024 and has held it in 6 quarters since. The position peaked at $316K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Linscomb Wealth held 894 shares of Constellation Energy worth $222K as of Q2 2026.
  • Linscomb Wealth left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #300 holding.
  • Linscomb Wealth first reported a position in Constellation Energy in Q3 2024 and has held it in 6 quarters since.
  • Linscomb Wealth's Constellation Energy position peaked at $316K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.