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LeConte Wealth Management’s Constellation Energy CEG Stock Holding History

LeConte Wealth 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 		$449K Buy
1,609
+440
+38% +$134K 0.29% 62
2025
Q4 		$413K Buy
1,169
+160
+16% +$58.1K 0.27% 60
2025
Q3 		$332K Buy
1,009
+244
+32% +$78.7K 0.22% 70
2025
Q2 		$247K Buy
+765
New +$202K 0.17% 79

Other funds holding CEG

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

LeConte Wealth Management's CEG Position: Q1 2026 in Review

LeConte Wealth Management increased its Constellation Energy (CEG) stake by 38% in Q1 2026, buying an estimated $134K and bringing the position to 1,609 shares worth $449K. The position accounts for 0.29% of the portfolio, ranked #62.

LeConte Wealth Management first reported a position in CEG in Q2 2025 and has held it in 4 quarters since. 1,894 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • LeConte Wealth Management held 1,609 shares of Constellation Energy worth $449K as of Q1 2026.
  • LeConte Wealth Management bought 440 Constellation Energy shares in Q1 2026, an estimated $134K.
  • Constellation Energy made up 0.29% of LeConte Wealth Management's portfolio in Q1 2026, its #62 holding.
  • LeConte Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,894 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.