WBH ADVISORY INC

Position in CEG — Constellation Energy Corp

CIK 1259671 BALTIMORE, MD

Position in CEG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$520,086

-$247,013 QoQ

Shares Held

2,094

-23.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,047

of 1,840 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WBH ADVISORY INC holds $520,086 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	2,094	$520,086

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,086	2,094	-23.8%	Shares	Sole	2026-08-05
2026-03-31	$767,099	2,747	+5.9%	Shares	Sole	2026-04-27
2025-12-31	$916,382	2,594	0.0%	Shares	Sole	2026-01-26
2025-09-30	$853,607	2,594	+9.4%	Shares	Sole	2025-10-30
2025-06-30	$765,586	2,372	-26.5%	Shares	Sole	2025-07-30
2025-03-31	$650,458	3,226	+1.1%	Shares	Sole	2025-05-12
2024-12-31	$713,858	3,191	+22.9%	Shares	Sole	2025-01-31
2024-09-30	$675,011	2,596	+0.9%	Shares	Sole	2024-10-15
2024-06-30	$515,094	2,572	-1.2%	Shares	Sole	2024-07-11
2024-03-31	$481,349	2,604	-5.7%	Shares	Sole	2024-04-16
2023-12-31	$322,616	2,760	-2.2%	Shares	Sole	2024-01-09
2023-09-30	$307,714	2,821	+2.2%	Shares	Sole	2023-10-10
2023-06-30	$252,678	2,760	-15.1%	Shares	Sole	2023-07-12
2023-03-31	$255,203	3,251	-4.4%	Shares	Sole	2023-04-20
2022-09-30	$282,929	3,401	0.0%	Shares	Sole	2022-10-18
2022-06-30	$194,741	3,401	0.0%	Shares	Sole	2022-07-12
2022-03-31	$191,306	3,401	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.