Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CEG — Constellation Energy Corp
CIK 1694883
Westborough, MA
Position in CEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$259,049
-$1,498,550 QoQ
Shares Held
1,043
-83.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,350
of 1,840 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $712,017 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
|
8,656 | $452,968 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
1,043 | $259,049 |
All Filings in CEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,049 | 1,043 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,757,599 | 6,294 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $367,400 | 1,040 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $356,382 | 1,083 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $448,313 | 1,389 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $264,740 | 1,313 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $268,228 | 1,199 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $305,523 | 1,175 | Shares | Sole | 2024-10-24 | |
| 2022-06-30 | $23,362 | 408 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||