Investment Planning Advisors’s Constellation Energy CEG Stock Holding History

Investment Planning Advisors’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	$333K	Buy	+1,342	New	+$378K	0.08%	89

Other funds holding CEG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Investment Planning Advisors's CEG Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 1,342 shares worth $333K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

470 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Investment Planning Advisors held 1,342 shares of Constellation Energy worth $333K as of Q2 2026.
Constellation Energy was a new Investment Planning Advisors position in Q2 2026.
Constellation Energy made up 0.08% of Investment Planning Advisors's portfolio in Q2 2026, its #89 holding.
470 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.