Cornerstone Planning Group’s Constellation Energy CEG Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-498	Closed	-$137K	–	419
2026 Q2	$137K	Sell	498 -1	-0.2%	-$282	0.02%	204
2026 Q1	$160K	Buy	499 +23	+5%	+$6.99K	0.02%	189
2025 Q4	$137K	Sell	476 -96	-17%	-$34.9K	0.02%	179
2025 Q3	$219K	Buy	572 +9	+2%	+$2.9K	0.04%	130
2025 Q2	$193K	Buy	563 +134	+31%	+$35.5K	0.04%	89
2025 Q1	$90.1K	Sell	429 -47	-10%	-$12.6K	0.02%	156
2024 Q4	$131K	Buy	476 +7	+1%	+$1.74K	0.03%	97
2024 Q3	$124K	Buy	469 +2	+0.4%	+$397	0.03%	99
2024 Q2	$79.4K	Buy	467 +456	+4,145%	+$93K	0.02%	150
2024 Q1	$2.14K	Hold	11	–	–	﹤0.01%	654
2023 Q4	$1.29K	Hold	11	–	–	﹤0.01%	692
2023 Q3	$1.2K	Buy	+11	New	+$1.13K	﹤0.01%	751

Other funds holding CEG

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cornerstone Planning Group's CEG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Constellation Energy (CEG) in Q3 2026, closing a stake of 498 shares — an estimated $137K sold.

Cornerstone Planning Group first reported a position in CEG in Q3 2023 and held it in 12 quarters. The position peaked at $219K in Q3 2025. 368 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Cornerstone Planning Group reported no remaining Constellation Energy position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 498 Constellation Energy shares in Q3 2026, an estimated $137K.
Cornerstone Planning Group first reported a position in Constellation Energy in Q3 2023 and held it in 12 quarters.
Cornerstone Planning Group's Constellation Energy position peaked at $219K in Q3 2025.
368 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.