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Legacy Capital Group California’s Constellation Energy CEG Stock Holding History

Legacy Capital Group California’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
-9,646
Closed -$3.41M – 292
2025
Q4 		$3.41M Buy
9,646
+26
+0.3% +$9.45K 0.83% 19
2025
Q3 		$3.17M Buy
9,620
+173
+2% +$55.8K 0.81% 18
2025
Q2 		$3.05M Buy
9,447
+8,117
+610% +$2.15M 0.84% 17
2025
Q1 		$268K Buy
1,330
+367
+38% +$98.4K 0.09% 252
2024
Q4 		$215K Buy
963
+96
+11% +$23.9K 0.07% 308
2024
Q3 		$225K Buy
+867
New +$172K 0.08% 288

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 Capital Group California's CEG Position: Q1 2026 in Review

Legacy Capital Group California sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 9,646 shares — an estimated $3.41M sold.

Legacy Capital Group California first reported a position in CEG in Q3 2024 and held it in 6 quarters. The position peaked at $3.41M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Legacy Capital Group California reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 9,646 Constellation Energy shares in Q1 2026, an estimated $3.41M.
  • Legacy Capital Group California first reported a position in Constellation Energy in Q3 2024 and held it in 6 quarters.
  • Legacy Capital Group California's Constellation Energy position peaked at $3.41M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.