CPG
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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
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% +$1.75K 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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return