Position in CEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$392,672
-$44,633 QoQ
Shares Held
1,581
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,166
of 1,839 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $392,672 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
|
1,581 | $392,672 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,672 | 1,581 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $437,305 | 1,566 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $530,258 | 1,501 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $498,870 | 1,516 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $489,304 | 1,516 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $305,671 | 1,516 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $336,459 | 1,504 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $391,070 | 1,504 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $335,452 | 1,675 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $309,993 | 1,677 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||