EVERGREEN CAPITAL MANAGEMENT LLC
Position in CEG — Constellation Energy Corp
CIK 1260824
Bellevue, WA
Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$446,320
-$223,879 QoQ
Shares Held
1,797
-25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,111
of 1,839 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 20%
Shared 79%
None 1%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,437,424 across 5 Utilities - Independent Power Producers names. CEG ranks #4 (18.3% of the industry book) .
All Filings in CEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,320 | 1,797 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $670,199 | 2,400 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,256,580 | 3,557 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $738,103 | 2,243 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $655,202 | 2,030 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $317,566 | 1,575 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $278,965 | 1,247 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $313,063 | 1,204 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $216,290 | 1,080 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||