Cornerstone Advisory, LLC

Position in CEG — Constellation Energy Corp

CIK 1668189 HUNT VALLEY, MD

Position in CEG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$464,451

-$97,958 QoQ

Shares Held

1,870

-7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,095

of 1,840 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $2,295,675 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VST	Vistra Corp.	11,544	$1,831,224
2	CEG	Constellation Energy Corp This page	1,870	$464,451

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$464,451	1,870	-7.1%	Shares	Sole	2026-07-29
2026-03-31	$562,409	2,014	+0.6%	Shares	Sole	2026-05-04
2025-12-31	$707,246	2,002	-0.5%	Shares	Sole	2026-01-28
2025-09-30	$662,417	2,013	-12.0%	Shares	Sole	2025-11-07
2025-06-30	$738,474	2,288	-9.9%	Shares	Sole	2025-07-30
2025-03-31	$511,938	2,539	-6.0%	Shares	Sole	2025-05-07
2024-12-31	$604,017	2,700	+3.0%	Shares	Sole	2025-02-18
2024-09-30	$681,772	2,622	-4.7%	Shares	Sole	2024-11-12
2024-06-30	$551,143	2,752	-42.0%	Shares	Sole	2024-08-14
2024-03-31	$876,743	4,743	-0.4%	Shares	Sole	2024-05-08
2023-12-31	$556,513	4,761	+18.0%	Shares	Sole	2024-02-13
2023-09-30	$440,137	4,035	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$367,115	4,010	+0.5%	Shares	Sole	2023-07-20
2023-03-31	$313,215	3,990	+2.8%	Shares	Sole	2023-05-04
2022-12-31	$334,667	3,882	+4.0%	Shares	Sole	2023-02-13
2022-09-30	$310,465	3,732	-7.9%	Shares	Sole	2022-10-26
2022-06-30	$231,903	4,050	+1.7%	Shares	Sole	2022-08-02
2022-03-31	$223,987	3,982	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.