Florida Trust Wealth Management Co
Position in CEG — Constellation Energy Corp
CIK 1651023
SANIBEL, FL
Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,719,774
-$580,111 QoQ
Shares Held
19,003
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#428
of 1,840 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Florida Trust Wealth Management Co holds $5,523,234 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
19,003 | $4,719,774 | |
| 2 | VST |
Vistra Corp.
|
5,065 | $803,460 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,719,774 | 19,003 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,299,885 | 18,979 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,543,404 | 12,861 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $3,153,477 | 9,583 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $2,804,138 | 8,688 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,163,405 | 5,770 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $619,900 | 2,771 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $394,970 | 1,519 | Shares | Defined | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||