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ATX Financial Planning’s Constellation Energy CEG Stock Holding History

ATX 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 		$263K Sell
1,060
-617
-37% -$174K 0.17% 76
2026
Q1 		$468K Buy
1,677
+99
+6% +$30.1K 0.36% 53
2025
Q4 		$558K Buy
+1,578
New +$573K 0.43% 56

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

ATX Financial Planning's CEG Position: Q2 2026 in Review

ATX Financial Planning reduced its Constellation Energy (CEG) stake by 37% in Q2 2026, selling an estimated $174K and leaving 1,060 shares worth $263K. The position accounts for 0.17% of the portfolio, ranked #76.

ATX Financial Planning first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • ATX Financial Planning held 1,060 shares of Constellation Energy worth $263K as of Q2 2026.
  • ATX Financial Planning sold 617 Constellation Energy shares in Q2 2026, an estimated $174K.
  • Constellation Energy made up 0.17% of ATX Financial Planning's portfolio in Q2 2026, its #76 holding.
  • ATX Financial Planning first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Constellation Energy position peaked at $558K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.