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Family Legacy Financial Solutions’s Constellation Energy CEG Stock Holding History

Family Legacy Financial Solutions’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 		– Sell
-415
Closed -$103K – 54
2026
Q2 		$103K Buy
+415
New +$117K 0.06% 64

Other funds holding CEG

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Family Legacy Financial Solutions's CEG Position: Q3 2026 in Review

Family Legacy Financial Solutions sold out of Constellation Energy (CEG) in Q3 2026, closing a stake of 415 shares — an estimated $103K sold.

Family Legacy Financial Solutions first reported a position in CEG in Q2 2026 and held it in 1 quarter. The position peaked at $103K in Q2 2026. 59 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Family Legacy Financial Solutions reported no remaining Constellation Energy position as of Q3 2026 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 415 Constellation Energy shares in Q3 2026, an estimated $103K.
  • Family Legacy Financial Solutions first reported a position in Constellation Energy in Q2 2026 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Constellation Energy position peaked at $103K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.