Position in CEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$398,633
-$55,148 QoQ
Shares Held
1,605
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,160
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $398,633 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,605 | $398,633 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,633 | 1,605 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $453,781 | 1,625 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $561,699 | 1,590 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $475,506 | 1,445 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $681,346 | 2,111 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $425,237 | 2,109 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $470,685 | 2,104 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $521,600 | 2,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $419,765 | 2,096 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $386,521 | 2,091 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||