Position in CEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$619,931
-$61,439 QoQ
Shares Held
2,496
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#991
of 1,840 holders
Holding Since
Sep 2024
8 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, 2026Crestwood Advisors Group, LLC holds $928,307 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,496 | $619,931 | |
| 2 | VST |
Vistra Corp.
|
1,944 | $308,376 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,931 | 2,496 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $681,370 | 2,440 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $864,804 | 2,448 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $601,210 | 1,827 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $500,600 | 1,551 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $265,345 | 1,316 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $254,358 | 1,137 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $282,901 | 1,088 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||