MPS Loria Financial Planners’s Constellation Energy CEG Stock Holding History

MPS Loria Financial 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	$240K	Buy	968 +2	+0.2%	+$563	0.06%	83
2026 Q1	$270K	Buy	966 +1	+0.1%	+$304	0.07%	76
2025 Q4	$341K	Buy	965 +261	+37%	+$94.9K	0.09%	64
2025 Q3	$232K	Buy	704 +1	+0.1%	+$323	0.06%	75
2025 Q2	$227K	Buy	+703	New	+$186K	0.07%	76

Other funds holding CEG

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

MPS Loria Financial Planners's CEG Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Constellation Energy (CEG) stake by 0.21% in Q2 2026, buying an estimated $563 and bringing the position to 968 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #83.

MPS Loria Financial Planners first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $341K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

MPS Loria Financial Planners held 968 shares of Constellation Energy worth $240K as of Q2 2026.
MPS Loria Financial Planners bought 2 Constellation Energy shares in Q2 2026, an estimated $563.
Constellation Energy made up 0.06% of MPS Loria Financial Planners's portfolio in Q2 2026, its #83 holding.
MPS Loria Financial Planners first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
MPS Loria Financial Planners's Constellation Energy position peaked at $341K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.