Center for Financial Planning’s Constellation Energy CEG Stock Holding History

Center for 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	$179K	Buy	722 +152	+27%	+$42.8K	0.02%	184
2026 Q1	$159K	Buy	570 +425	+293%	+$129K	0.02%	188
2025 Q4	$51.2K	Buy	145 +68	+88%	+$24.7K	0.01%	292
2025 Q3	$25.3K	Hold	77	–	–	﹤0.01%	392
2025 Q2	$24.9K	Sell	77 -108	-58%	-$28.6K	﹤0.01%	370
2025 Q1	$37.3K	Hold	185	–	–	﹤0.01%	313
2024 Q4	$41.4K	Hold	185	–	–	0.01%	288
2024 Q3	$48.1K	Hold	185	–	–	0.01%	261
2024 Q2	$37K	Hold	185	–	–	0.01%	272
2024 Q1	$34.2K	Hold	185	–	–	0.01%	281
2023 Q4	$21.6K	Hold	185	–	–	﹤0.01%	302
2023 Q3	$20.2K	Hold	185	–	–	﹤0.01%	301
2023 Q2	$16.9K	Hold	185	–	–	﹤0.01%	329
2023 Q1	$14.5K	Hold	185	–	–	﹤0.01%	320
2022 Q4	$15.9K	Hold	185	–	–	﹤0.01%	307
2022 Q3	$15K	Sell	185 -143	-44%	-$10.5K	﹤0.01%	310
2022 Q2	$19K	Hold	328	–	–	﹤0.01%	295
2022 Q1	$18K	Buy	+328	New	+$16K	﹤0.01%	313

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

Center for Financial Planning's CEG Position: Q2 2026 in Review

Center for Financial Planning increased its Constellation Energy (CEG) stake by 27% in Q2 2026, buying an estimated $42.8K and bringing the position to 722 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #184.

Center for Financial Planning first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Center for Financial Planning held 722 shares of Constellation Energy worth $179K as of Q2 2026.
Center for Financial Planning bought 152 Constellation Energy shares in Q2 2026, an estimated $42.8K.
Constellation Energy made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #184 holding.
Center for Financial Planning first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.