UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CEG — Constellation Energy Corp
CIK 1463217
IRVING, TX
Position in CEG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,044,891
-$815,728 QoQ
Shares Held
20,312
-3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#412
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,734,436 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (65.2% of the industry book) .
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,044,891 | 20,312 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $5,860,619 | 20,987 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,582,587 | 21,464 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,868,963 | 17,835 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,460,453 | 16,918 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,509,890 | 12,448 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,006,231 | 8,968 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,320,158 | 8,923 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,952,432 | 9,749 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,648,677 | 8,919 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,131,027 | 9,676 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $371,962 | 3,410 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $514,053 | 5,615 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $579,958 | 7,388 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $792,183 | 9,189 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $451,888 | 5,432 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $367,551 | 6,419 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $326,250 | 5,800 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||