Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$329,338
-$47,928 QoQ
Shares Held
1,326
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,247
of 1,840 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $329,338 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
|
1,326 | $329,338 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,338 | 1,326 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $377,266 | 1,351 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $443,915 | 1,349 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $432,498 | 1,340 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $299,323 | 1,338 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $266,559 | 1,331 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $252,302 | 2,313 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||