API
CEG icon

Asset Planning Inc’s Constellation Energy CEG Stock Holding History

Asset Planning Inc’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
Q1 		$204K Buy
732
+301
+70% +$91.5K 0.15% 82
2025
Q4 		$152K Hold
431
– – 0.11% 92
2025
Q3 		$142K Buy
431
+101
+31% +$32.6K 0.1% 95
2025
Q2 		$107K Buy
330
+50
+18% +$13.2K 0.08% 106
2025
Q1 		$56.5K Buy
280
+180
+180% +$48.2K 0.04% 137
2024
Q4 		$22.4K Buy
+100
New +$24.9K 0.02% 204

Other funds holding CEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Asset Planning Inc's CEG Position: Q1 2026 in Review

Asset Planning Inc increased its Constellation Energy (CEG) stake by 70% in Q1 2026, buying an estimated $91.5K and bringing the position to 732 shares worth $204K. The position accounts for 0.15% of the portfolio, ranked #82.

Asset Planning Inc first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Asset Planning Inc held 732 shares of Constellation Energy worth $204K as of Q1 2026.
  • Asset Planning Inc bought 301 Constellation Energy shares in Q1 2026, an estimated $91.5K.
  • Constellation Energy made up 0.15% of Asset Planning Inc's portfolio in Q1 2026, its #82 holding.
  • Asset Planning Inc first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.