WealthPlan Investment Management’s Constellation Energy CEG Stock Holding History

WealthPlan 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	$433K	Sell	1,743 -8	-0.5%	-$2.25K	0.02%	344
2026 Q1	$489K	Buy	1,751 +254	+17%	+$77.2K	0.03%	304
2025 Q4	$529K	Buy	1,497 +11	+0.7%	+$4K	0.03%	251
2025 Q3	$489K	Buy	1,486 +16	+1%	+$5.16K	0.03%	228
2025 Q2	$474K	Hold	1,470	–	–	0.03%	241
2025 Q1	$296K	Hold	1,470	–	–	0.03%	223
2024 Q4	$329K	Buy	+1,470	New	+$367K	0.03%	210
2023 Q2	–	Sell	-192	Closed	-$15.1K	–	385
2023 Q1	$15.1K	Buy	+192	New	+$15.5K	﹤0.01%	306

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

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

WealthPlan Investment Management reduced its Constellation Energy (CEG) stake by 0.46% in Q2 2026, selling an estimated $2.25K and leaving 1,743 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #344.

WealthPlan Investment Management first reported a position in CEG in Q1 2023 and has held it in 8 quarters since. The position peaked at $529K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

WealthPlan Investment Management held 1,743 shares of Constellation Energy worth $433K as of Q2 2026.
WealthPlan Investment Management sold 8 Constellation Energy shares in Q2 2026, an estimated $2.25K.
Constellation Energy made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #344 holding.
WealthPlan Investment Management first reported a position in Constellation Energy in Q1 2023 and has held it in 8 quarters since.
WealthPlan Investment Management's Constellation Energy position peaked at $529K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.