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Legacy Trust’s Constellation Energy CEG Stock Holding History

Legacy Trust’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 		$613K Buy
2,337
+1,436
+159% +$384K 0.1% 129
2026
Q2 		$224K Sell
901
-10
-1% -$2.82K 0.04% 196
2026
Q1 		$254K Sell
911
-10
-1% -$3.04K 0.05% 189
2025
Q4 		$325K Buy
+921
New +$335K 0.06% 159

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Legacy Trust's CEG Position: Q3 2026 in Review

Legacy Trust increased its Constellation Energy (CEG) stake by 159% in Q3 2026, buying an estimated $384K and bringing the position to 2,337 shares worth $613K. The position accounts for 0.1% of the portfolio, ranked #129.

Legacy Trust first reported a position in CEG in Q4 2025 and has held it in 4 quarters since. 1,152 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Legacy Trust held 2,337 shares of Constellation Energy worth $613K as of Q3 2026.
  • Legacy Trust bought 1,436 Constellation Energy shares in Q3 2026, an estimated $384K.
  • Constellation Energy made up 0.1% of Legacy Trust's portfolio in Q3 2026, its #129 holding.
  • Legacy Trust first reported a position in Constellation Energy in Q4 2025 and has held it in 4 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.