Position in CEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$489,040
-$36,787 QoQ
Shares Held
1,969
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,077
of 1,840 holders
Holding Since
Sep 2024
8 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, 2026Joel Isaacson & Co., LLC holds $489,040 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
|
1,969 | $489,040 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,040 | 1,969 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $525,827 | 1,883 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $662,381 | 1,875 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $568,303 | 1,727 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $564,507 | 1,749 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $325,834 | 1,616 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $258,832 | 1,157 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $300,843 | 1,157 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||