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Pinnacle Wealth Planning Services’s Constellation Energy CEG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$684K Buy
2,449
+34
+1% +$10.3K 0.07% 157
2025
Q4 		$853K Sell
2,415
-15
-0.6% -$5.45K 0.09% 121
2025
Q3 		$800K Sell
2,430
-18
-0.7% -$5.81K 0.09% 124
2025
Q2 		$790K Buy
2,448
+507
+26% +$134K 0.1% 116
2025
Q1 		$391K Buy
1,941
+69
+4% +$18.5K 0.06% 207
2024
Q4 		$419K Sell
1,872
-639
-25% -$159K 0.06% 183
2024
Q3 		$653K Buy
2,511
+14
+0.6% +$2.78K 0.09% 145
2024
Q2 		$500K Sell
2,497
-1
-0% -$204 0.07% 180
2024
Q1 		$462K Sell
2,498
-6
-0.2% -$852 0.07% 202
2023
Q4 		$293K Buy
2,504
+25
+1% +$2.92K 0.05% 278
2023
Q3 		$270K Buy
2,479
+8
+0.3% +$825 0.04% 276
2023
Q2 		$226K Buy
+2,471
New +$205K 0.04% 340
2023
Q1 		– Sell
-2,488
Closed -$214K – 481
2022
Q4 		$214K Sell
2,488
-3
-0.1% -$270 0.04% 347
2022
Q3 		$207K Buy
+2,491
New +$184K 0.04% 320

Other funds holding CEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's CEG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Constellation Energy (CEG) stake by 1.4% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,449 shares worth $684K. The position accounts for 0.07% of the portfolio, ranked #157.

Pinnacle Wealth Planning Services first reported a position in CEG in Q3 2022 and has held it in 14 quarters since. The position peaked at $853K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,449 shares of Constellation Energy worth $684K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 34 Constellation Energy shares in Q1 2026, an estimated $10.3K.
  • Constellation Energy made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #157 holding.
  • Pinnacle Wealth Planning Services first reported a position in Constellation Energy in Q3 2022 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Constellation Energy position peaked at $853K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.