United Asset Strategies, Inc.
Position in CEG — Constellation Energy Corp
CIK 1539948
GARDEN CITY, NY
Position in CEG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$365,849
+$1,428 QoQ
Shares Held
1,473
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,198
of 1,840 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $1,773,531 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
8,874 | $1,407,682 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
1,473 | $365,849 |
All Filings in CEG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,849 | 1,473 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $364,421 | 1,305 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $465,963 | 1,319 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $438,650 | 1,333 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $435,403 | 1,349 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,077,870 | 49,982 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $362,857 | 1,622 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $327,625 | 1,260 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||