Position in CEG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$30,982,787
-$9,816,365 QoQ
Shares Held
110,950
-3.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.4876114250691759.ToString("F0")%
Shared 0.ToString("F0")%
None 99.51238857493082.ToString("F0")%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026Creative Planning holds $73,320,874 across 7 Utilities - Independent Power Producers names. CEG ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
110,950 | $30,982,787 | |
| 2 | NRG |
Nrg Energy, Inc.
|
156,484 | $22,868,571 | |
| 3 | VST |
Vistra Corp.
|
98,563 | $14,816,975 | |
| 4 | OKLO |
Oklo Inc.
|
48,291 | $2,394,750 | |
| 5 | TLN |
Talen Energy Corp
|
3,263 | $1,041,647 | |
| 6 | TAC |
Transalta Corp
|
49,225 | $644,847 | |
| 7 | HNRG |
Hallador Energy Co
|
35,092 | $571,297 |
All Filings in CEG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,982,787 | 110,950 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $40,799,152 | 115,490 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,999,139 | 100,280 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,995,197 | 99,130 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,729,644 | 82,972 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,603,673 | 96,570 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,168,598 | 92,949 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,459,738 | 67,208 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $11,777,902 | 63,716 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,780,671 | 58,009 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,922,498 | 54,295 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,616,591 | 50,427 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,647,423 | 46,464 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,175,408 | 48,433 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,593,142 | 43,192 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,634,818 | 46,015 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,640,193 | 29,159 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||