Position in CEG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$301,024
-$37,985 QoQ
Shares Held
1,212
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,286
of 1,839 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Annex Advisory Services, LLC holds $301,024 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
|
1,212 | $301,024 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,024 | 1,212 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $339,009 | 1,214 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $421,097 | 1,192 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,285,347 | 3,906 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,336,871 | 4,142 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $967,824 | 4,800 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,103,114 | 4,931 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,160,729 | 4,464 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $699,142 | 3,491 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $626,641 | 3,390 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||