Plato Investment Management’s Constellation Energy CEG Stock Holding History

Plato Investment Management’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	$678K	Sell	2,745 -1,984	-42%	-$559K	0.04%	325
2026 Q1	$1.32M	Buy	4,729 +14	+0.3%	+$4.25K	0.09%	228
2025 Q4	$1.67M	Buy	4,715 +11	+0.2%	+$4K	0.11%	189
2025 Q3	$1.54M	Hold	4,704	–	–	0.1%	203
2025 Q2	$1.51M	Buy	4,704 +3,067	+187%	+$812K	0.11%	188
2025 Q1	$334K	Sell	1,637 -243	-13%	-$65.1K	0.03%	363
2024 Q4	$422K	Hold	1,880	–	–	0.03%	353
2024 Q3	$488K	Buy	1,880 +1,603	+579%	+$319K	0.04%	318
2024 Q2	$55.5K	Buy	277 +186	+204%	+$37.9K	0.01%	395
2024 Q1	$16.8K	Buy	+91	New	+$12.9K	﹤0.01%	418

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 $3.38T AUM 44.17% 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

Plato Investment Management's CEG Position: Q2 2026 in Review

Plato Investment Management reduced its Constellation Energy (CEG) stake by 42% in Q2 2026, selling an estimated $559K and leaving 2,745 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #325.

Plato Investment Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Plato Investment Management held 2,745 shares of Constellation Energy worth $678K as of Q2 2026.
Plato Investment Management sold 1,984 Constellation Energy shares in Q2 2026, an estimated $559K.
Constellation Energy made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #325 holding.
Plato Investment Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
Plato Investment Management's Constellation Energy position peaked at $1.67M in Q4 2025.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.