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Legacy Solutions LLC’s Constellation Energy CEG Stock Holding History

Legacy Solutions LLC’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 		$760K Hold
2,990
– – 0.58% 34
2026
Q2 		$743K Sell
2,990
-1
-0% -$282 0.6% 33
2026
Q1 		$835K Sell
2,991
-12
-0.4% -$3.65K 0.77% 25
2025
Q4 		$1.06M Hold
3,003
– – 0.93% 23
2025
Q3 		$988K Sell
3,003
-163
-5% -$52.6K 0.89% 24
2025
Q2 		$1.02M Buy
3,166
+36
+1% +$9.53K 0.98% 21
2025
Q1 		$631K Sell
3,130
-6
-0.2% -$1.61K 0.7% 26
2024
Q4 		$702K Buy
+3,136
New +$782K 0.76% 25

Other funds holding CEG

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Legacy Solutions LLC's CEG Position: Q3 2026 in Review

Legacy Solutions LLC held its Constellation Energy (CEG) position steady in Q3 2026 at 2,990 shares worth $760K. The position accounts for 0.58% of the portfolio, ranked #34.

Legacy Solutions LLC first reported a position in CEG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2025. 182 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Legacy Solutions LLC held 2,990 shares of Constellation Energy worth $760K as of Q3 2026.
  • Legacy Solutions LLC left its Constellation Energy share count unchanged in Q3 2026.
  • Constellation Energy made up 0.58% of Legacy Solutions LLC's portfolio in Q3 2026, its #34 holding.
  • Legacy Solutions LLC first reported a position in Constellation Energy in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Constellation Energy position peaked at $1.06M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.