Lodestone Wealth Management
CEG icon

Lodestone Wealth Management’s Constellation Energy CEG Stock Holding History

Lodestone Wealth Management’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
Q3 		$434K Buy
1,708
+235
+16% +$62.8K 0.15% 129
2026
Q2 		$366K Buy
1,473
+547
+59% +$154K 0.13% 134
2026
Q1 		$259K Buy
926
+315
+52% +$95.7K 0.1% 154
2025
Q4 		$216K Sell
611
-87
-12% -$31.6K 0.09% 160
2025
Q3 		$230K Buy
698
+37
+6% +$11.9K 0.1% 164
2025
Q2 		$213K Buy
+661
New +$175K 0.1% 158

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Lodestone Wealth Management's CEG Position: Q3 2026 in Review

Lodestone Wealth Management increased its Constellation Energy (CEG) stake by 16% in Q3 2026, buying an estimated $62.8K and bringing the position to 1,708 shares worth $434K. The position accounts for 0.15% of the portfolio, ranked #129.

Lodestone Wealth Management first reported a position in CEG in Q2 2025 and has held it in 6 quarters since. 1,248 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Lodestone Wealth Management held 1,708 shares of Constellation Energy worth $434K as of Q3 2026.
  • Lodestone Wealth Management bought 235 Constellation Energy shares in Q3 2026, an estimated $62.8K.
  • Constellation Energy made up 0.15% of Lodestone Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Lodestone Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 6 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.