EP Wealth Advisors, LLC

Position in CEG — Constellation Energy Corp

CIK 1540569 TORRANCE, CA

Position in CEG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,342,563

+$1,328,333 QoQ

Shares Held

13,458

+86.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#503

of 1,840 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $34,793,699 across 5 Utilities - Independent Power Producers names. CEG ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	189,132	$30,002,009
2	CEG	Constellation Energy Corp This page	13,458	$3,342,563
3	NRG	Nrg Energy, Inc.	4,384	$640,327
4	TLN	Talen Energy Corp	1,320	$507,223
5	OKLO	Oklo Inc.	5,763	$301,577

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,342,563	13,458	+86.6%	Shares	Sole	2026-08-12
2026-03-31	$2,014,230	7,213	+10.9%	Shares	Sole	2026-05-14
2025-12-31	$2,297,314	6,503	-5.3%	Shares	Sole	2026-02-18
2025-06-30	$2,216,715	6,868	-6.5%	Shares	Sole	2025-08-14
2025-03-31	$1,481,778	7,349	+13.2%	Shares	Sole	2025-05-15
2024-12-31	$1,452,549	6,493	+2.8%	Shares	Sole	2025-02-14
2024-09-30	$1,642,286	6,316	+36.9%	Shares	Sole	2024-11-15
2024-06-30	$924,246	4,615	+20.5%	Shares	Sole	2024-08-19
2024-03-31	$707,975	3,830	+26.5%	Shares	Sole	2024-05-14
2023-12-31	$353,942	3,028	+16.9%	Shares	Sole	2024-02-28
2023-09-30	$282,517	2,590	—	Shares	Sole	2023-11-24
No filing history on record for this holder in this stock.