Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$250,605
+$17,152 QoQ
Shares Held
1,009
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,371
of 1,839 holders
Holding Since
Jun 2025
5 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, 2026TRUE Private Wealth Advisors holds $250,605 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,009 | $250,605 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,605 | 1,009 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $233,453 | 836 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $295,333 | 836 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,143 | 1,061 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $342,448 | 1,061 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||