Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$551,381
-$8,515 QoQ
Shares Held
2,220
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,027
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Alpha Family Trust holds $551,381 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
|
2,220 | $551,381 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,381 | 2,220 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $559,896 | 2,005 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $708,306 | 2,005 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $659,785 | 2,005 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $647,133 | 2,005 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $288,330 | 1,430 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $319,905 | 1,430 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $371,828 | 1,430 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $286,386 | 1,430 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $264,335 | 1,430 | Shares | Defined | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||