TCFG WEALTH MANAGEMENT, LLC
Position in CEG — Constellation Energy Corp
CIK 1548059
LAGUNA NIGUEL, CA
Position in CEG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$599,270
-$2,017,047 QoQ
Shares Held
2,146
-71.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $892,594 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,146 | $599,270 | |
| 2 | OKLO |
Oklo Inc.
|
5,915 | $293,324 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $599,270 | 2,146 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,616,317 | 7,406 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,417,348 | 7,346 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,311,284 | 7,161 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,529,161 | 7,584 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,058,372 | 4,731 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $885,368 | 3,405 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||