Summit Financial Wealth Advisors, LLC
Position in CEG — Constellation Energy Corp
CIK 1632283
Lafayette, LA
Position in CEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$673,827
+$481,322 QoQ
Shares Held
2,713
+363.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#953
of 1,839 holders
Holding Since
Sep 2025
2 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, 2026Summit Financial Wealth Advisors, LLC holds $673,827 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
|
2,713 | $673,827 |
All Filings in CEG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,827 | 2,713 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $192,505 | 585 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||