Action Point Financial Planning’s Constellation Energy CEG Stock Holding History

Action Point Financial Planning’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 Q2	$55.1K	Buy	+227	New	+$63.9K	0.01%	782

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's CEG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Constellation Energy (CEG) in Q2 2026: 227 shares worth $55.1K. The stake represents 0.01% of the portfolio and ranks #782 among its holdings.

1,850 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Action Point Financial Planning held 227 shares of Constellation Energy worth $55.1K as of Q2 2026.
Constellation Energy was a new Action Point Financial Planning position in Q2 2026.
Constellation Energy made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #782 holding.
1,850 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.