Lido Advisors, LLC

Position in CEG — Constellation Energy Corp

CIK 1650150 Los Angeles, CA

Position in CEG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,705,617

-$1,112,835 QoQ

Shares Held

18,946

-9.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#429

of 1,840 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $10,375,584 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	18,946	$4,705,617
2	VST	Vistra Corp.	26,136	$4,145,953
3	NRG	Nrg Energy, Inc.	7,693	$1,123,638
4	OKLO	Oklo Inc.	7,651	$400,376

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,705,617	18,946	-9.1%	Shares	Defined	2026-08-07
2026-03-31	$5,818,452	20,836	+2.1%	Shares	Defined	2026-05-13
2025-12-31	$7,206,354	20,399	+12.1%	Shares	Defined	2026-02-10
2025-09-30	$5,987,757	18,196	+18.3%	Shares	Sole	2025-11-14
2025-06-30	$4,966,307	15,387	-27.7%	Shares	Defined	2025-08-13
2025-03-31	$4,290,886	21,281	-1.9%	Shares	Defined	2025-05-15
2024-12-31	$4,854,282	21,699	-55.8%	Shares	Defined	2025-02-14
2024-09-30	$12,768,281	49,105	+2.8%	Shares	Defined	2024-11-14
2024-06-30	$9,563,291	47,752	+735.0%	Shares	Defined	2024-08-15
2024-03-31	$1,057,155	5,719	+14.9%	Shares	Defined	2024-05-15
2023-12-31	$581,644	4,976	-90.8%	Shares	Sole	2024-02-14
2023-09-30	$5,894,682	54,040	+1790.8%	Shares	Sole	2023-11-14
2023-06-30	$261,649	2,858	—	Shares	Defined	2023-08-09
No filing history on record for this holder in this stock.