Position in CEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$476,622
-$57,304 QoQ
Shares Held
1,919
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,089
of 1,846 holders
Holding Since
Sep 2023
11 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, 2026Modera Wealth Management, LLC holds $476,622 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,919 | $476,622 |
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,622 | 1,919 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $533,926 | 1,912 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $802,276 | 2,271 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $739,749 | 2,248 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $702,648 | 2,177 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $349,424 | 1,733 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $498,202 | 2,227 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $618,587 | 2,379 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $345,065 | 1,723 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $317,942 | 1,720 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $209,760 | 1,923 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||