Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Constellation Energy CEG Stock Holding History

Legacy Financial Group (Iowa)’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
2025
Q4 		– Sell
-623
Closed -$205K – 120
2025
Q3 		$205K Buy
+623
New +$201K 0.03% 115
2023
Q4 		– Sell
-135
Closed -$14.7K – 103
2023
Q3 		$14.7K Buy
+135
New +$13.9K ﹤0.01% 305

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CEG Position: Q4 2025 in Review

Legacy Financial Group (Iowa) sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 623 shares — an estimated $205K sold.

Legacy Financial Group (Iowa) first reported a position in CEG in Q3 2023 and held it in 2 quarters. The position peaked at $205K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Legacy Financial Group (Iowa) reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 623 Constellation Energy shares in Q4 2025, an estimated $205K.
  • Legacy Financial Group (Iowa) first reported a position in Constellation Energy in Q3 2023 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s Constellation Energy position peaked at $205K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2025, filed 5 Feb 2026.