Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$215,088
-$63,044 QoQ
Shares Held
866
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,460
of 1,839 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $415,753 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
866 | $215,088 | |
| 2 | VST |
Vistra Corp.
|
1,265 | $200,665 |
All Filings in CEG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,088 | 866 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $278,132 | 996 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $303,105 | 858 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $260,293 | 791 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $242,069 | 750 | Shares | Other | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||