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Plotkin Financial Advisors’s Constellation Energy CEG Stock Holding History

Plotkin 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 		$514K Hold
2,071
– – 0.21% 61
2026
Q1 		$578K Buy
2,071
+8
+0.4% +$2.43K 0.29% 51
2025
Q4 		$729K Hold
2,063
– – 0.36% 47
2025
Q3 		$679K Hold
2,063
– – 0.34% 46
2025
Q2 		$666K Hold
2,063
– – 0.37% 44
2025
Q1 		$416K Hold
2,063
– – 0.26% 61
2024
Q4 		$462K Hold
2,063
– – 0.27% 52
2024
Q3 		$536K Hold
2,063
– – 0.32% 47
2024
Q2 		$413K Hold
2,063
– – 0.27% 57
2024
Q1 		$381K Buy
+2,063
New +$293K 0.25% 58

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

Plotkin Financial Advisors's CEG Position: Q2 2026 in Review

Plotkin Financial Advisors held its Constellation Energy (CEG) position steady in Q2 2026 at 2,071 shares worth $514K. The position accounts for 0.21% of the portfolio, ranked #61.

Plotkin Financial Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $729K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Plotkin Financial Advisors held 2,071 shares of Constellation Energy worth $514K as of Q2 2026.
  • Plotkin Financial Advisors left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.21% of Plotkin Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Plotkin Financial Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Plotkin Financial Advisors's Constellation Energy position peaked at $729K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.