GRIMES & Co WEALTH MANAGEMENT, LLC
Position in CEG — Constellation Energy Corp
CIK 1321993
WESTBOROUGH, MA
Position in CEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$454,268
-$629 QoQ
Shares Held
1,829
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,109
of 1,846 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $454,268 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
|
1,829 | $454,268 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,268 | 1,829 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $454,897 | 1,629 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,870,917 | 5,296 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,413,684 | 4,296 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $492,209 | 1,525 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $305,267 | 1,514 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $324,826 | 1,452 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $374,428 | 1,440 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $287,187 | 1,434 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $261,932 | 1,417 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||