LPL Financial
CEG icon

LPL Financial’s Constellation Energy CEG Stock Holding History

LPL Financial’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
Q1 		$110M Sell
394,162
-15,794
-4% -$4.8M 0.03% 535
2025
Q4 		$145M Buy
409,956
+30,456
+8% +$11.1M 0.04% 432
2025
Q3 		$125M Buy
379,500
+50,968
+16% +$16.4M 0.04% 451
2025
Q2 		$106M Buy
328,532
+16,711
+5% +$4.42M 0.04% 463
2025
Q1 		$62.9M Buy
311,821
+93,629
+43% +$25.1M 0.02% 595
2024
Q4 		$48.8M Buy
218,192
+19,970
+10% +$4.98M 0.02% 655
2024
Q3 		$51.5M Buy
198,222
+5,762
+3% +$1.14M 0.02% 602
2024
Q2 		$38.5M Buy
192,460
+64,930
+51% +$13.2M 0.02% 666
2024
Q1 		$23.6M Sell
127,530
-1,958
-2% -$278K 0.01% 868
2023
Q4 		$15.1M Buy
129,488
+33,408
+35% +$3.9M 0.01% 1005
2023
Q3 		$10.5M Buy
96,080
+5,297
+6% +$546K 0.01% 1136
2023
Q2 		$8.31M Buy
90,783
+11,280
+14% +$935K 0.01% 1237
2023
Q1 		$6.24M Buy
79,503
+2,142
+3% +$173K ﹤0.01% 1378
2022
Q4 		$6.67M Buy
77,361
+7,060
+10% +$635K 0.01% 1276
2022
Q3 		$5.85M Buy
70,301
+5,323
+8% +$392K 0.01% 1271
2022
Q2 		$3.72M Buy
+64,978
New +$3.91M ﹤0.01% 1587

Other funds holding CEG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return