Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,961
-$5,466 QoQ
Shares Held
177
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,644
of 1,840 holders
Holding Since
Jun 2023
13 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, 2026Heritage Wealth Advisors holds $65,723 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
177 | $43,961 | |
| 2 | NRG |
Nrg Energy, Inc.
|
149 | $21,762 |
All Filings in CEG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,961 | 177 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,427 | 177 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $62,528 | 177 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,398 | 141 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $45,509 | 141 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,429 | 141 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,174 | 117 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $17,161 | 66 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,217 | 66 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $12,200 | 66 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $7,714 | 66 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $7,199 | 66 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $6,042 | 66 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||