LKCM Balanced Fund CEG Holdings History

Number of Shares
2,500.00
Current Holdings Value*
$504,080.00
% of Portfolio
0.67%
Total Estimate Gain
$131,737.50
% of Total Estimate Gain
19.66%

LKCM Balanced Fund's Constellation Energy Corp Holding Summary

As of 2025-03-31, LKCM Funds held 2,500.00 shares of Constellation Energy Corp(CEG), totaling $504,080.00. This investment constitutes 0.67% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Constellation Energy Corp(CEG) stock.

The initial trade took place in 2025Q1. And since then LKCM Balanced Fund has made 1 purchases of CEG, at an average price of $268.03, for a total of 2,500.00 shares. Based on historical transaction data and CEG's current price of $320.73, LKCM Balanced Fund's estimated gain on his CEG holdings is $131,737.50, reflecting a 19.66% gain to date.

LKCM Balanced Fund CEG ($320.73) Holding Chart

LKCM Balanced Fund CEG ($320.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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