Connecticut Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 1689829
FARMINGTON, CT
Position in CEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$217,820
-$30,433 QoQ
Shares Held
877
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,450
of 1,840 holders
Holding Since
Dec 2022
7 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, 2026Connecticut Wealth Management, LLC holds $551,101 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
2,101 | $333,281 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
877 | $217,820 |
All Filings in CEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,820 | 877 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $248,253 | 889 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $239,163 | 677 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $222,780 | 677 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $218,508 | 677 | Shares | Sole | 2025-08-14 | |
| 2023-06-30 | $214,318 | 2,341 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $202,765 | 2,352 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||