Planning Strategies Inc.

Position in CEG — Constellation Energy Corp

CIK 2139665 LANCASTER, PA

Position in CEG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$34,275

New position

Shares Held

138

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,655

of 1,839 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Planning Strategies Inc. holds $55,533 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	138	$34,275
2	OKLO	Oklo Inc.	300	$15,699
3	VST	Vistra Corp.	24	$3,807
4	NRG	Nrg Energy, Inc.	12	$1,752

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,275	138	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.