Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$316,671
-$17,032 QoQ
Shares Held
1,275
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,267
of 1,840 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $593,163 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,275 | $316,671 | |
| 2 | VST |
Vistra Corp.
|
1,743 | $276,492 |
All Filings in CEG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,671 | 1,275 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $333,703 | 1,195 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $297,806 | 843 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $240,221 | 730 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||