Position in CEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,737,284
-$972,808 QoQ
Shares Held
27,126
-1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#363
of 1,839 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026WESPAC Advisors SoCal, LLC holds $8,896,396 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
27,126 | $6,737,284 | |
| 2 | VST |
Vistra Corp.
|
13,611 | $2,159,112 |
All Filings in CEG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,737,284 | 27,126 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,710,092 | 27,610 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,202,822 | 20,389 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,643,594 | 20,189 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,415,177 | 19,876 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,750,753 | 8,683 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||