LEVEL FOUR ADVISORY SERVICES, LLC
Position in CEG — Constellation Energy Corp
CIK 1696715
DALLAS, TX
Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,174,293
-$13,636 QoQ
Shares Held
4,728
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#773
of 1,840 holders
Holding Since
Mar 2023
14 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $1,959,535 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (59.9% of the industry book) .
All Filings in CEG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,293 | 4,728 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,187,929 | 4,254 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,472,076 | 4,167 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,409,735 | 4,284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,246,821 | 3,863 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,100,899 | 5,460 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $843,386 | 3,770 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,434,270 | 5,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $608,820 | 3,040 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $462,864 | 2,504 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $292,692 | 2,504 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $284,044 | 2,604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $225,304 | 2,461 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $206,690 | 2,633 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||