CEG — CONSTELLATION ENERGY CORP COM

Ownership history in Planned Solutions, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in CONSTELLATION ENERGY CORP COM (CEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q3)
Avg. % of fund
0.09%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 961 +357 +59.1% 0.11% $316K $328.25
2024 Q3 INITIATED 604 — — 0.06% $157K $257.82
% of Fund (quarterly)    CEG price (monthly, adj. close)

Other funds also holding CEG

As of 2025 Q4 — sorted by position size

Valliance Asset Management Ltd 3Y 42.7% Electron Capital Partners, LLC 3Y 7Y 9.52% REAVES W H & CO INC 3Y 7Y 7.01% 59 North Capital Management, LP 3Y 6.42% COATUE MANAGEMENT LLC 3Y 7Y 5.22% Munro Partners 4.4% Rivermont Capital Management LP 3Y 4.28% Spear Advisors LLC 4.13% CLEARFIELD CAPITAL MANAGEMENT LP 3Y 7Y 4.02% ECOFI INVESTISSEMENTS SA 3.99%
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