Essential Planning’s Constellation Energy CEG Stock Holding History

Essential 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
2025 Q1	–	Sell	-2,145	Closed	-$535K	–	107
2024 Q4	$535K	Buy	+2,145	New	+$535K	﹤0.01%	263

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Essential Planning's CEG Position: Q1 2025 in Review

Essential Planning sold out of Constellation Energy (CEG) in Q1 2025, closing a stake of 2,145 shares — an estimated $535K sold.

Essential Planning first reported a position in CEG in Q4 2024 and held it in 1 quarter. The position peaked at $535K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold CEG as of Q1 2025.

Essential Planning reported no remaining Constellation Energy position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 2,145 Constellation Energy shares in Q1 2025, an estimated $535K.
Essential Planning first reported a position in Constellation Energy in Q4 2024 and held it in 1 quarter.
Essential Planning's Constellation Energy position peaked at $535K in Q4 2024.
1,544 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.