Hedeker Wealth Q2 2026 Portfolio Activity Report
This report details observable stock purchases and sales by Hedeker Wealth, Llc during the second quarter of 2026.
Investment Changes Observed in Q2
Hedeker Wealth's portfolio saw several notable changes this quarter. The firm adjusted its holdings across various sectors, reflecting strategic decisions regarding specific investments.
Prominent Purchases
The most significant buying activity involved Constellation Energy Corp (CEG). Hedeker Wealth increased their stake in CEG by a substantial 100%, acquiring an additional 15,315 shares. This suggests strong confidence in the energy sector utility's prospects during this period.
Additionally, Shake Shack Inc (SHAK) experienced a major purchase. The investor added 50,752 shares to their position, representing a nearly 100% increase in holdings for this popular fast-casual restaurant chain stock.
Notable Sales and Reductions
Hedeker Wealth also divested from certain positions. Palantir Technologies Inc (PLTR) saw its largest position reduced by 20.65%, with the investor selling off 44,378 shares.
Similarly, they sold a significant portion of their Van Eck ETF Trust holdings (MLN), reducing the stake by an alarming 63.6%. This sharp decrease indicates a major shift away from this specific fund.
Other Significant Activity
The investor also significantly scaled back positions in other large-cap tech companies like Broadcom Inc (AVGO) and Microsoft Corp (MSFT), both seeing reductions exceeding 20% in their share count during the quarter.
In terms of ETFs, there were notable changes elsewhere. PGIM ETF TR saw an increase of over 13,66%, while SSGA ACTIVE TR decreased by nearly 9%. These adjustments highlight Hedeker's active management style across different asset classes.