OneDigital Investment Advisors LLC

Position in CEG — Constellation Energy Corp

CIK 1690370 OVERLAND PARK, KS

Back to CEG Full portfolio

Position in CEG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,981,495

+$544,196 QoQ

Shares Held

7,978

+55.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#641

of 1,840 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in CEG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $4,079,886 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	7,978	$1,981,495
2	OKLO	Oklo Inc.	22,942	$1,200,554
3	VST	Vistra Corp.	4,114	$652,603
4	NRG	Nrg Energy, Inc.	1,679	$245,234

All Filings in CEG

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,981,495	7,978	+55.0%	Shares	Sole	2026-08-07
2026-03-31	$1,437,299	5,147	+76.8%	Shares	Sole	2026-05-08
2025-12-31	$1,028,722	2,912	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$989,184	3,006	-1.1%	Shares	Sole	2025-11-10
2025-06-30	$981,190	3,040	+3.9%	Shares	Sole	2025-08-07
2025-03-31	$589,969	2,926	+18.7%	Shares	Sole	2025-04-29
2024-12-31	$551,445	2,465	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$671,371	2,582	-2.4%	Shares	Sole	2024-11-06
2024-06-30	$529,914	2,646	+61.4%	Shares	Sole	2024-08-02
2024-03-31	$302,969	1,639	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.