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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
Q2 		$597K Sell
2,403
-46
-2% -$13K 0.06% 192
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's CEG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Constellation Energy (CEG) stake by 1.9% in Q2 2026, selling an estimated $13K and leaving 2,403 shares worth $597K. The position accounts for 0.06% of the portfolio, ranked #192.

Pinnacle Wealth Planning Services first reported a position in CEG in Q3 2022 and has held it in 15 quarters since. The position peaked at $853K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,403 shares of Constellation Energy worth $597K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 46 Constellation Energy shares in Q2 2026, an estimated $13K.
  • Constellation Energy made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #192 holding.
  • Pinnacle Wealth Planning Services first reported a position in Constellation Energy in Q3 2022 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Constellation Energy position peaked at $853K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.