Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$44,209
-$35,656 QoQ
Shares Held
178
-37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,643
of 1,840 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Winch Advisory Services, LLC holds $52,775 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
178 | $44,209 | |
| 2 | VST |
Vistra Corp.
|
54 | $8,566 |
All Filings in CEG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,209 | 178 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $79,865 | 286 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $100,681 | 285 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $4,621 | 25 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||