Perigon Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 1575239
SAN FRANCISCO, CA
Position in CEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,133,560
-$53,531 QoQ
Shares Held
4,564
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#783
of 1,840 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $3,221,929 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (35.2% of the industry book) .
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,560 | 4,564 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,187,091 | 4,251 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,467,483 | 4,154 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,303,446 | 3,961 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,165,486 | 3,611 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $725,666 | 3,599 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $854,348 | 3,819 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $910,850 | 3,503 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $314,023 | 1,568 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $277,090 | 1,499 | Shares | Sole | 2024-04-29 | |
| 2022-12-31 | $251,733 | 2,920 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||