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Avantax Planning Partners’s Constellation Energy CEG Stock Holding History

Avantax Planning Partners’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 		$399K Sell
1,605
-20
-1% -$5.63K 0.01% 320
2026
Q1 		$454K Buy
1,625
+35
+2% +$10.6K 0.01% 291
2025
Q4 		$562K Buy
1,590
+145
+10% +$52.7K 0.02% 256
2025
Q3 		$476K Sell
1,445
-666
-32% -$215K 0.01% 276
2025
Q2 		$681K Buy
2,111
+2
+0.1% +$529 0.02% 229
2025
Q1 		$425K Buy
2,109
+5
+0.2% +$1.34K 0.02% 285
2024
Q4 		$471K Buy
2,104
+98
+5% +$24.4K 0.02% 263
2024
Q3 		$522K Sell
2,006
-90
-4% -$17.9K 0.02% 251
2024
Q2 		$420K Buy
2,096
+5
+0.2% +$1.02K 0.01% 311
2024
Q1 		$387K Buy
+2,091
New +$297K 0.01% 325

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

Avantax Planning Partners's CEG Position: Q2 2026 in Review

Avantax Planning Partners reduced its Constellation Energy (CEG) stake by 1.2% in Q2 2026, selling an estimated $5.63K and leaving 1,605 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #320.

Avantax Planning Partners first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $681K in Q2 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Avantax Planning Partners held 1,605 shares of Constellation Energy worth $399K as of Q2 2026.
  • Avantax Planning Partners sold 20 Constellation Energy shares in Q2 2026, an estimated $5.63K.
  • Constellation Energy made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #320 holding.
  • Avantax Planning Partners first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Avantax Planning Partners's Constellation Energy position peaked at $681K in Q2 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.