Planning Strategies Inc.’s Constellation Energy CEG Stock Holding History

Planning Strategies Inc.’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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s CEG Position: Q2 2026 in Review

Planning Strategies Inc. 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.

659 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

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

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