Plante Moran Financial Advisors’s Constellation Energy CEG Stock Holding History

Plante Moran Financial Advisors’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	$102K	Buy	+410	New	+$115K	﹤0.01%	243
2026 Q1	–	Sell	-19	Closed	-$6.71K	–	751
2025 Q4	$6.71K	Sell	19 -150	-89%	-$54.5K	﹤0.01%	615
2025 Q3	$55.6K	Buy	169 +1	+0.6%	+$323	﹤0.01%	323
2025 Q2	$54.2K	Sell	168 -408	-71%	-$108K	﹤0.01%	317
2025 Q1	$116K	Hold	576	–	–	0.01%	223
2024 Q4	$129K	Buy	576 +426	+284%	+$106K	0.01%	221
2024 Q3	$39K	Hold	150	–	–	﹤0.01%	425
2024 Q2	$30K	Hold	150	–	–	﹤0.01%	412
2024 Q1	$27.7K	Hold	150	–	–	﹤0.01%	449
2023 Q4	$17.5K	Hold	150	–	–	﹤0.01%	472
2023 Q3	$16.4K	Hold	150	–	–	﹤0.01%	461
2023 Q2	$13.7K	Hold	150	–	–	﹤0.01%	507
2023 Q1	$11.8K	Hold	150	–	–	﹤0.01%	537
2022 Q4	$12.9K	Sell	150 -46	-23%	-$4.14K	﹤0.01%	538
2022 Q3	$16K	Hold	196	–	–	﹤0.01%	498
2022 Q2	$11K	Hold	196	–	–	﹤0.01%	585
2022 Q1	$11K	Buy	+196	New	+$9.56K	﹤0.01%	581

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plante Moran Financial Advisors's CEG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 410 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CEG as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in CEG in Q1 2022 and has held it in 17 quarters since. The position peaked at $129K in Q4 2024. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Plante Moran Financial Advisors held 410 shares of Constellation Energy worth $102K as of Q2 2026.
Constellation Energy was a new Plante Moran Financial Advisors position in Q2 2026.
Constellation Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #243 holding.
Plante Moran Financial Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 17 quarters since.
Plante Moran Financial Advisors's Constellation Energy position peaked at $129K in Q4 2024.
1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.