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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
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% +$1.75K 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 $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

Cornerstone Planning Group's CEG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Constellation Energy (CEG) stake by 0.2% in Q2 2026, selling an estimated $282 and leaving 498 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #204.

Cornerstone Planning Group first reported a position in CEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $219K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Cornerstone Planning Group held 498 shares of Constellation Energy worth $137K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #204 holding.
  • Cornerstone Planning Group first reported a position in Constellation Energy in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Constellation Energy position peaked at $219K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.