Sequoia Financial Advisors, LLC

Position in CEG — Constellation Energy Corp

CIK 1599900 Akron, OH

Position in CEG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,958,831

-$964,352 QoQ

Shares Held

11,913

-15.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#536

of 1,840 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $7,225,134 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	11,913	$2,958,831
2	VST	Vistra Corp.	17,939	$2,845,663
3	NRG	Nrg Energy, Inc.	7,285	$1,064,047
4	TLN	Talen Energy Corp	928	$356,593

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,958,831	11,913	-15.2%	Shares	Sole	2026-07-17
2026-03-31	$3,923,183	14,049	+13.4%	Shares	Sole	2026-04-30
2025-12-31	$4,376,308	12,388	+27.5%	Shares	Sole	2026-02-03
2025-09-30	$3,196,915	9,715	+0.6%	Shares	Sole	2025-10-29
2025-06-30	$3,116,570	9,656	+12.4%	Shares	Sole	2025-07-25
2025-03-31	$1,732,001	8,590	-3.7%	Shares	Sole	2025-04-23
2024-12-31	$1,996,164	8,923	+9.9%	Shares	Sole	2025-08-08
2024-09-30	$2,111,882	8,122	-10.1%	Shares	Sole	2024-10-21
2024-06-30	$1,808,438	9,030	+36.2%	Shares	Sole	2024-07-15
2024-03-31	$1,225,740	6,631	-15.4%	Shares	Sole	2024-04-30
2023-12-31	$916,417	7,840	+87.0%	Shares	Sole	2024-01-26
2023-09-30	$457,263	4,192	+5.2%	Shares	Sole	2023-11-08
2023-06-30	$364,918	3,986	+13.8%	Shares	Sole	2023-08-08
2023-03-31	$274,985	3,503	-3.7%	Shares	Sole	2023-04-25
2022-12-31	$313,718	3,639	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.