Destination Wealth Management
Position in CEG — Constellation Energy Corp
CIK 1278573
WALNUT CREEK, CA
Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$357,652
-$48,936 QoQ
Shares Held
1,440
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,207
of 1,840 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Derivatives in CEG
reported options exposure · as of Dec 31, 2025CallValue
$70,654
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Destination Wealth Management holds $357,652 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
|
1,440 | $357,652 |
All Filings in CEG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,652 | 1,440 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $406,588 | 1,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,654 | 200 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $423,924 | 1,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,814 | 200 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $385,999 | 1,173 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $203,661 | 631 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $64,552 | 200 | Call | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||