Position in CEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$392,904
-$76,945 QoQ
Shares Held
1,407
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 95.94882729211088.ToString("F0")%
Shared 0.ToString("F0")%
None 4.051172707889126.ToString("F0")%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026Capital Wealth Planning, LLC holds $6,955,480 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAC |
Transalta Corp
|
500,960 | $6,562,576 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
1,407 | $392,904 |
All Filings in CEG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $392,904 | 1,407 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $469,849 | 1,330 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $437,334 | 1,329 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $428,625 | 1,328 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $267,563 | 1,327 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $296,639 | 1,326 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $344,526 | 1,325 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $265,157 | 1,324 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $244,556 | 1,323 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $429,804 | 3,677 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $656,879 | 6,022 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $233,542 | 2,709 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||