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Legacy Financial Advisors’s Constellation Energy CEG Stock Holding History

Legacy Financial 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
Q2 		$309K Sell
1,245
-49
-4% -$13.8K 0.04% 341
2026
Q1 		$361K Sell
1,294
-58
-4% -$17.6K 0.05% 291
2025
Q4 		$478K Buy
1,352
+214
+19% +$77.8K 0.07% 225
2025
Q3 		$374K Buy
1,138
+78
+7% +$25.2K 0.05% 281
2025
Q2 		$342K Buy
+1,060
New +$280K 0.05% 252
2025
Q1 		– Sell
-1,009
Closed -$226K – 366
2024
Q4 		$226K Buy
1,009
+16
+2% +$3.99K 0.04% 311
2024
Q3 		$258K Sell
993
-50
-5% -$9.94K 0.04% 299
2024
Q2 		$209K Buy
+1,043
New +$213K 0.04% 316

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Financial Advisors's CEG Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Constellation Energy (CEG) stake by 3.8% in Q2 2026, selling an estimated $13.8K and leaving 1,245 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #341.

Legacy Financial Advisors first reported a position in CEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $478K in Q4 2025. 1,855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Legacy Financial Advisors held 1,245 shares of Constellation Energy worth $309K as of Q2 2026.
  • Legacy Financial Advisors sold 49 Constellation Energy shares in Q2 2026, an estimated $13.8K.
  • Constellation Energy made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #341 holding.
  • Legacy Financial Advisors first reported a position in Constellation Energy in Q2 2024 and has held it in 8 quarters since.
  • Legacy Financial Advisors's Constellation Energy position peaked at $478K in Q4 2025.
  • 1,855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.