Position in CEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,815,397
+$3,773,236 QoQ
Shares Held
19,388
+419.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#424
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $5,278,596 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
19,388 | $4,815,397 | |
| 2 | VST |
Vistra Corp.
|
2,920 | $463,199 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,815,397 | 19,388 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,042,161 | 3,732 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,933,446 | 5,473 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,720,048 | 5,227 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,143,538 | 3,543 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $870,638 | 4,318 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $958,821 | 4,286 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $657,070 | 2,527 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $492,063 | 2,457 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $457,134 | 2,473 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||