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Capital & Planning, LLC

SEC CIK
0002053750
Latest filing
Sep 2, 2026

CEG holding history

Constellation Energy Corp in every 13F filed by Capital & Planning, LLC, 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)
1,649
Value
$409.6K
% of portfolio
0.2%
Quarters held
4
Since Q2 2025
Holdings of CEG by Capital & Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,649$409.6K0.2%−153−8.5%ReducedHolders
Q1 20261,802$503.3K0.3%+1,802NewHolders
Q4 20250$00.0%−1,528−100.0%Sold outHolders
Q3 20251,528$502.9K0.3%+467+44.0%AddedHolders
Q2 20251,061$342.5K0.2%+1,061NewHolders