FLAGSHIP HARBOR ADVISORS, LLC

Position in CEG — Constellation Energy Corp

CIK 1691766 BOSTON, MA

Position in CEG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$591,120

+$51,330 QoQ

Shares Held

2,380

+23.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,012

of 1,840 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $1,388,272 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	2,380	$591,120
2	OKLO	Oklo Inc.	9,757	$510,583
3	NRG	Nrg Energy, Inc.	1,962	$286,569

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,120	2,380	+23.1%	Shares	Sole	2026-07-22
2026-03-31	$539,790	1,933	+24.2%	Shares	Sole	2026-04-28
2025-12-31	$549,688	1,556	-11.6%	Shares	Sole	2026-01-21
2025-09-30	$579,492	1,761	+15.2%	Shares	Sole	2025-11-05
2025-06-30	$493,500	1,529	+30.7%	Shares	Sole	2025-08-04
2025-03-31	$235,907	1,170	-43.7%	Shares	Sole	2025-04-22
2023-12-31	$242,897	2,078	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.