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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
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

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

Lodestone Wealth Management's CEG Position: Q2 2026 in Review

Lodestone Wealth Management increased its Constellation Energy (CEG) stake by 59% in Q2 2026, buying an estimated $154K and bringing the position to 1,473 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #134.

Lodestone Wealth Management first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Lodestone Wealth Management held 1,473 shares of Constellation Energy worth $366K as of Q2 2026.
  • Lodestone Wealth Management bought 547 Constellation Energy shares in Q2 2026, an estimated $154K.
  • Constellation Energy made up 0.13% of Lodestone Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Lodestone Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.