Creative Planning
CEG icon

Creative Planning’s Constellation Energy CEG Stock Holding History

Creative 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 		$26.8M Sell
108,083
-2,867
-3% -$807K 0.02% 397
2026
Q1 		$31M Sell
110,950
-4,540
-4% -$1.38M 0.02% 307
2025
Q4 		$40.8M Buy
115,490
+15,210
+15% +$5.53M 0.03% 234
2025
Q3 		$33M Buy
100,280
+1,150
+1% +$371K 0.03% 259
2025
Q2 		$32M Buy
99,130
+16,158
+19% +$4.28M 0.03% 240
2025
Q1 		$16.7M Sell
82,972
-13,598
-14% -$3.64M 0.02% 361
2024
Q4 		$21.6M Buy
96,570
+3,621
+4% +$903K 0.02% 280
2024
Q3 		$24.2M Buy
92,949
+25,741
+38% +$5.11M 0.02% 246
2024
Q2 		$13.5M Buy
67,208
+3,492
+5% +$712K 0.01% 344
2024
Q1 		$11.8M Buy
63,716
+5,707
+10% +$810K 0.01% 369
2023
Q4 		$6.78M Buy
58,009
+3,714
+7% +$434K 0.01% 488
2023
Q3 		$5.92M Buy
54,295
+3,868
+8% +$399K 0.01% 479
2023
Q2 		$4.62M Buy
50,427
+3,963
+9% +$329K 0.01% 545
2023
Q1 		$3.65M Sell
46,464
-1,969
-4% -$159K 0.01% 582
2022
Q4 		$4.18M Buy
48,433
+5,241
+12% +$471K 0.01% 535
2022
Q3 		$3.59M Sell
43,192
-2,823
-6% -$208K 0.01% 519
2022
Q2 		$2.63M Buy
46,015
+16,856
+58% +$1.01M ﹤0.01% 621
2022
Q1 		$1.64M Buy
+29,159
New +$1.42M ﹤0.01% 782

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

Creative Planning's CEG Position: Q2 2026 in Review

Creative Planning reduced its Constellation Energy (CEG) stake by 2.6% in Q2 2026, selling an estimated $807K and leaving 108,083 shares worth $26.8M. The position accounts for 0.02% of the portfolio, ranked #397.

Creative Planning first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.8M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Creative Planning held 108,083 shares of Constellation Energy worth $26.8M as of Q2 2026.
  • Creative Planning sold 2,867 Constellation Energy shares in Q2 2026, an estimated $807K.
  • Constellation Energy made up 0.02% of Creative Planning's portfolio in Q2 2026, its #397 holding.
  • Creative Planning first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • Creative Planning's Constellation Energy position peaked at $40.8M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.