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Asset Planning,Inc

SEC CIK
0002048547
Latest filing
Jul 27, 2026

CEG holding history

Constellation Energy Corp in every 13F filed by Asset Planning,Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEG overviewAll 13F holders of CEGFull Q2 2026 holdings

Shares (Q2 2026)
833
Value
$206.9K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of CEG by Asset Planning,Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026833$206.9K0.1%+101+13.8%AddedHolders
Q1 2026732$204.4K0.1%+301+69.8%AddedHolders
Q4 2025431$152.3K0.1%00.0%UnchangedHolders
Q3 2025431$141.8K0.1%+101+30.6%AddedHolders
Q2 2025330$106.6K0.1%+50+17.9%AddedHolders
Q1 2025280$56.5K<0.1%+180+180.0%AddedHolders
Q4 2024100$22.4K<0.1%–No prior filingHolders