YLHM
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Yelin Lapidot Holdings Management’s Constellation Energy CEG Stock Holding History

Yelin Lapidot Holdings Management’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
-781
Closed -$257K – 88
2025
Q3 		$257K Sell
781
-142
-15% -$45.8K 0.05% 85
2025
Q2 		$298K Buy
+923
New +$244K 0.05% 82
2025
Q1 		– Sell
-1,281
Closed -$287K – 100
2024
Q4 		$287K Buy
+1,281
New +$319K 0.05% 83

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Yelin Lapidot Holdings Management's CEG Position: Q4 2025 in Review

Yelin Lapidot Holdings Management sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 781 shares — an estimated $257K sold.

Yelin Lapidot Holdings Management first reported a position in CEG in Q4 2024 and held it in 3 quarters. The position peaked at $298K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Yelin Lapidot Holdings Management reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Yelin Lapidot Holdings Management sold 781 Constellation Energy shares in Q4 2025, an estimated $257K.
  • Yelin Lapidot Holdings Management first reported a position in Constellation Energy in Q4 2024 and held it in 3 quarters.
  • Yelin Lapidot Holdings Management's Constellation Energy position peaked at $298K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Yelin Lapidot Holdings Management's 13F filing for Q4 2025, filed 5 Feb 2026.