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Leavell Investment Management’s Constellation Energy CEG Stock Holding History

Leavell Investment 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
Q1 		$2.93M Buy
10,488
+780
+8% +$237K 0.12% 175
2025
Q4 		$3.43M Buy
9,708
+150
+2% +$54.5K 0.14% 156
2025
Q3 		$3.15M Buy
9,558
+622
+7% +$201K 0.13% 167
2025
Q2 		$2.88M Buy
8,936
+698
+8% +$185K 0.13% 164
2025
Q1 		$1.66M Buy
8,238
+1,477
+22% +$396K 0.08% 223
2024
Q4 		$1.51M Buy
6,761
+747
+12% +$186K 0.07% 232
2024
Q3 		$1.56M Buy
+6,014
New +$1.19M 0.08% 229
2023
Q1 		– Sell
-2,350
Closed -$203K – 448
2022
Q4 		$203K Sell
2,350
-281
-11% -$25.3K 0.02% 428
2022
Q3 		$219K Buy
+2,631
New +$194K 0.02% 410

Other funds holding CEG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
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VCM
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State Street
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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