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Planning Directions’s Constellation Energy CEG Stock Holding History

Planning Directions’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 		$711K Buy
2,547
+274
+12% +$83.3K 0.36% 43
2025
Q4 		$803K Buy
2,273
+707
+45% +$257K 0.4% 35
2025
Q3 		$515K Buy
1,566
+55
+4% +$17.8K 0.27% 42
2025
Q2 		$488K Hold
1,511
– – 0.27% 44
2025
Q1 		$305K Buy
1,511
+38
+3% +$10.2K 0.13% 97
2024
Q4 		$330K Hold
1,473
– – 0.19% 58
2024
Q3 		$383K Hold
1,473
– – 0.23% 52
2024
Q2 		$295K Buy
1,473
+39
+3% +$7.96K 0.2% 63
2024
Q1 		$265K Buy
+1,434
New +$204K 0.18% 64

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

Planning Directions's CEG Position: Q1 2026 in Review

Planning Directions increased its Constellation Energy (CEG) stake by 12% in Q1 2026, buying an estimated $83.3K and bringing the position to 2,547 shares worth $711K. The position accounts for 0.36% of the portfolio, ranked #43.

Planning Directions first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $803K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Planning Directions held 2,547 shares of Constellation Energy worth $711K as of Q1 2026.
  • Planning Directions bought 274 Constellation Energy shares in Q1 2026, an estimated $83.3K.
  • Constellation Energy made up 0.36% of Planning Directions's portfolio in Q1 2026, its #43 holding.
  • Planning Directions first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
  • Planning Directions's Constellation Energy position peaked at $803K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.