JFS WEALTH ADVISORS, LLC

Position in CEG — Constellation Energy Corp

CIK 1568068 HERMITAGE, PA

Position in CEG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$617,696

-$74,844 QoQ

Shares Held

2,487

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#994

of 1,840 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $729,856 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	2,487	$617,696
2	VST	Vistra Corp.	429	$68,052
3	NRG	Nrg Energy, Inc.	259	$37,829
4	OKLO	Oklo Inc.	120	$6,279

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,696	2,487	+0.3%	Shares	Sole	2026-07-10
2026-03-31	$692,540	2,480	-0.6%	Shares	Sole	2026-04-21
2025-12-31	$881,055	2,494	+2.1%	Shares	Sole	2026-01-14
2025-09-30	$803,918	2,443	+20.5%	Shares	Sole	2025-11-10
2025-06-30	$654,557	2,028	-3.3%	Shares	Sole	2025-07-24
2025-03-31	$423,019	2,098	+4.0%	Shares	Sole	2025-04-22
2024-12-31	$451,223	2,017	-0.5%	Shares	Sole	2025-01-31
2024-09-30	$527,060	2,027	+3.5%	Shares	Sole	2024-10-25
2024-06-30	$392,128	1,958	-0.1%	Shares	Sole	2024-07-15
2024-03-31	$362,121	1,959	-0.5%	Shares	Sole	2024-04-30
2023-12-31	$230,039	1,968	+0.9%	Shares	Sole	2024-02-07
2023-09-30	$212,815	1,951	+1.3%	Shares	Sole	2023-11-02
2023-06-30	$176,325	1,926	+0.1%	Shares	Sole	2023-08-07
2023-03-31	$151,112	1,925	+2.3%	Shares	Sole	2023-04-19
2022-12-31	$162,247	1,882	+0.4%	Shares	Sole	2023-02-13
2022-09-30	$155,981	1,875	+3.4%	Shares	Sole	2022-10-21
2022-06-30	$103,869	1,814	0.0%	Shares	Sole	2022-08-02
2022-03-31	$102,037	1,814	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.