Financial Life Planners’s Constellation Energy CEG Stock Holding History

Financial Life Planners’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	$3.28K	Hold	13	–	–	﹤0.01%	279
2026 Q1	$3.68K	Buy	+13	New	+$3.95K	﹤0.01%	285
2025 Q4	–	Sell	-96	Closed	-$31.7K	–	106
2025 Q3	$31.7K	Buy	+96	New	+$31K	0.02%	164
2025 Q1	–	Sell	-13	Closed	-$2.93K	–	136
2024 Q4	$2.93K	Buy	+13	New	+$3.24K	﹤0.01%	315

Other funds holding CEG

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Financial Life Planners's CEG Position: Q2 2026 in Review

Financial Life Planners held its Constellation Energy (CEG) position steady in Q2 2026 at 13 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Financial Life Planners first reported a position in CEG in Q4 2024 and has held it in 4 quarters since. The position peaked at $31.7K in Q3 2025. 806 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Financial Life Planners held 13 shares of Constellation Energy worth $3.28K as of Q2 2026.
Financial Life Planners left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #279 holding.
Financial Life Planners first reported a position in Constellation Energy in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Constellation Energy position peaked at $31.7K in Q3 2025.
806 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.