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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
Q2 		$207K Buy
833
+101
+14% +$28.4K 0.13% 91
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asset Planning Inc's CEG Position: Q2 2026 in Review

Asset Planning Inc increased its Constellation Energy (CEG) stake by 14% in Q2 2026, buying an estimated $28.4K and bringing the position to 833 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #91.

Asset Planning Inc first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Asset Planning Inc held 833 shares of Constellation Energy worth $207K as of Q2 2026.
  • Asset Planning Inc bought 101 Constellation Energy shares in Q2 2026, an estimated $28.4K.
  • Constellation Energy made up 0.13% of Asset Planning Inc's portfolio in Q2 2026, its #91 holding.
  • Asset Planning Inc first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.