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
Q2 		$1.24M Buy
+5,000
New +$1.41M ﹤0.01% 4222

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

LPL Financial's CEG Position: Q2 2026 in Review

LPL Financial increased its Constellation Energy (CEG) stake by 3.9% in Q2 2026, buying an estimated $4.34M and bringing the position to 409,585 shares worth $102M. The position accounts for 0.02% of the portfolio, ranked #645.

LPL Financial first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $145M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • LPL Financial held 409,585 shares of Constellation Energy worth $102M as of Q2 2026.
  • LPL Financial bought 15,423 Constellation Energy shares in Q2 2026, an estimated $4.34M.
  • Constellation Energy made up 0.02% of LPL Financial's portfolio in Q2 2026, its #645 holding.
  • LPL Financial first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Constellation Energy position peaked at $145M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.