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Planning Strategies’s Constellation Energy CEG Stock Holding History

Planning Strategies’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 		$34.3K Buy
+138
New +$38.9K 0.02% 193

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Planning Strategies's CEG Position: Q2 2026 in Review

Planning Strategies opened a new position in Constellation Energy (CEG) in Q2 2026: 138 shares worth $34.3K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings.

1,763 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Planning Strategies held 138 shares of Constellation Energy worth $34.3K as of Q2 2026.
  • Constellation Energy was a new Planning Strategies position in Q2 2026.
  • Constellation Energy made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #193 holding.
  • 1,763 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.