Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,721,079
-$486,939 QoQ
Shares Held
14,982
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#483
of 1,840 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026WealthTrust Axiom LLC holds $3,721,079 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
|
14,982 | $3,721,079 |
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,721,079 | 14,982 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,208,018 | 15,069 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,316,360 | 15,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,997,915 | 15,188 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,932,095 | 15,281 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,136,556 | 15,556 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,488,981 | 15,596 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,019,909 | 15,460 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,250,181 | 16,229 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,011,945 | 16,294 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,977,311 | 16,916 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,816,400 | 16,652 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,570,082 | 17,150 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,351,456 | 17,216 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,458,242 | 16,915 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,407,242 | 16,916 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $896,119 | 15,650 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $880,256 | 15,649 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||