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Legacy Advisors’s Constellation Energy CEG Stock Holding History

Legacy Advisors’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 		– Sell
-659
Closed -$233K – 286
2025
Q4 		$233K Sell
659
-125
-16% -$45.4K 0.03% 257
2025
Q3 		$258K Buy
+784
New +$253K 0.03% 217
2025
Q2 		– Sell
-1,914
Closed -$386K – 85
2025
Q1 		$386K Buy
1,914
+491
+35% +$132K 0.04% 296
2024
Q4 		$318K Sell
1,423
-174
-11% -$43.4K 0.03% 305
2024
Q3 		$415K Buy
1,597
+66
+4% +$13.1K 0.05% 259
2024
Q2 		$307K Sell
1,531
-2,382
-61% -$486K 0.04% 254
2024
Q1 		$723K Buy
+3,913
New +$556K 0.09% 175

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

Legacy Advisors's CEG Position: Q1 2026 in Review

Legacy Advisors sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 659 shares — an estimated $233K sold.

Legacy Advisors first reported a position in CEG in Q1 2024 and held it in 7 quarters. The position peaked at $723K in Q1 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Legacy Advisors reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisors sold 659 Constellation Energy shares in Q1 2026, an estimated $233K.
  • Legacy Advisors first reported a position in Constellation Energy in Q1 2024 and held it in 7 quarters.
  • Legacy Advisors's Constellation Energy position peaked at $723K in Q1 2024.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.