LeConte Wealth Management
CEG icon

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
Q3 		$623K Buy
2,454
+712
+41% +$190K 0.33% 55
2026
Q2 		$433K Buy
1,742
+133
+8% +$37.5K 0.24% 77
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

LeConte Wealth Management's CEG Position: Q3 2026 in Review

LeConte Wealth Management increased its Constellation Energy (CEG) stake by 41% in Q3 2026, buying an estimated $190K and bringing the position to 2,454 shares worth $623K. The position accounts for 0.33% of the portfolio, ranked #55.

LeConte Wealth Management first reported a position in CEG in Q2 2025 and has held it in 6 quarters since. 756 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • LeConte Wealth Management held 2,454 shares of Constellation Energy worth $623K as of Q3 2026.
  • LeConte Wealth Management bought 712 Constellation Energy shares in Q3 2026, an estimated $190K.
  • Constellation Energy made up 0.33% of LeConte Wealth Management's portfolio in Q3 2026, its #55 holding.
  • LeConte Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 6 quarters since.
  • 756 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.