Position in CEG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$247,624
-$44,883 QoQ
Shares Held
997
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,380
of 1,840 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Perennial Advisors, LLC holds $247,624 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
997 | $247,624 |
All Filings in CEG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,624 | 997 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $292,507 | 828 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||