MISSION WEALTH MANAGEMENT, LP
Position in CEG — Constellation Energy Corp
CIK 1645382
Santa Barbara, CA
Position in CEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,883,450
+$3,988,175 QoQ
Shares Held
19,662
+513.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#420
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026MISSION WEALTH MANAGEMENT, LP holds $5,889,099 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (82.9% of the industry book) .
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,883,450 | 19,662 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $895,275 | 3,206 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,141,062 | 3,230 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $607,134 | 1,845 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,200,021 | 3,718 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $344,384 | 1,708 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $385,676 | 1,724 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $372,868 | 1,434 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $361,687 | 1,806 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $302,229 | 1,635 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||