Cerity Partners LLC

Position in CEG — Constellation Energy Corp

CIK 1566475 NEW YORK, NY

Position in CEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$38,436,498

+$13,509,248 QoQ

Shares Held

154,755

+73.4% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#140

of 1,839 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 58% Shared 14% None 28%

Utilities · as of Jun 30, 2026

Cerity Partners LLC holds $55,023,117 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	154,755	$38,436,498
2	NRG	Nrg Energy, Inc.	46,373	$6,773,238
3	VST	Vistra Corp.	33,990	$5,391,832
4	OKLO	Oklo Inc.	73,626	$3,852,846
5	TLN	Talen Energy Corp	1,480	$568,703

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,436,498	154,755	+73.4%	Shares	Sole	2026-08-14
2026-03-31	$24,927,250	89,265	+3.8%	Shares	Other	2026-05-15
2025-12-31	$30,368,147	85,963	+5.3%	Shares	Defined	2026-02-11
2025-09-30	$26,860,009	81,624	+15.6%	Shares	Sole	2025-10-22
2025-06-30	$22,794,602	70,624	+14.4%	Shares	Other	2025-08-13
2025-03-31	$12,449,442	61,744	-3.0%	Shares	Sole	2025-04-30
2024-12-31	$14,238,022	63,645	+31.8%	Shares	Other	2025-02-13
2024-09-30	$12,552,985	48,277	+50.2%	Shares	Defined	2024-11-12
2024-06-30	$6,436,878	32,141	-10.9%	Shares	Sole	2024-08-13
2024-03-31	$6,666,984	36,067	+61.7%	Shares	Defined	2024-05-14
2023-12-31	$2,606,763	22,301	+85.8%	Shares	Sole	2024-01-26
2023-09-30	$1,309,396	12,004	-68.4%	Shares	Sole	2023-11-14
2023-06-30	$3,477,709	37,987	+11.5%	Shares	Other	2023-08-14
2023-03-31	$2,674,416	34,069	-0.6%	Shares	Sole	2023-05-11
2022-12-31	$2,953,899	34,264	+40.0%	Shares	Sole	2023-02-15
2022-09-30	$2,035,409	24,467	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.