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Planned Solutions’s Constellation Energy CEG Stock Holding History

Planned Solutions’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
2025
Q4 		– Sell
-961
Closed -$316K – 141
2025
Q3 		$316K Buy
+961
New +$310K 0.11% 97
2024
Q4 		– Sell
-604
Closed -$157K – 193
2024
Q3 		$157K Buy
+604
New +$120K 0.06% 141

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Planned Solutions's CEG Position: Q4 2025 in Review

Planned Solutions sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 961 shares — an estimated $316K sold.

Planned Solutions first reported a position in CEG in Q3 2024 and held it in 2 quarters. The position peaked at $316K in Q3 2025. 2,007 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Planned Solutions reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Planned Solutions sold 961 Constellation Energy shares in Q4 2025, an estimated $316K.
  • Planned Solutions first reported a position in Constellation Energy in Q3 2024 and held it in 2 quarters.
  • Planned Solutions's Constellation Energy position peaked at $316K in Q3 2025.
  • 2,007 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Planned Solutions's 13F filing for Q4 2025, filed 28 Jan 2026.