Stamos Capital Partners, L.P.

Position in CEG — Constellation Energy Corp

CIK 1705399 Menlo Park, CA

Position in CEG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,781,681

+$1,069,605 QoQ

Shares Held

15,226

+56.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#477

of 1,840 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $6,210,464 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (60.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CEG	Constellation Energy Corp This page	15,226	$3,781,681
2	VST	Vistra Corp.	15,311	$2,428,783

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,781,681	15,226	+56.8%	Shares	Sole	2026-08-13
2026-03-31	$2,712,076	9,712	+35.6%	Shares	Sole	2026-05-14
2025-12-31	$2,530,119	7,162	-20.0%	Shares	Sole	2026-02-12
2025-09-30	$2,945,834	8,952	-27.8%	Shares	Sole	2025-11-13
2025-06-30	$4,004,483	12,407	+12.2%	Shares	Sole	2025-08-14
2025-03-31	$2,229,422	11,057	+10.0%	Shares	Sole	2025-05-14
2024-12-31	$2,248,285	10,050	+2.3%	Shares	Sole	2025-02-13
2024-09-30	$2,553,396	9,820	+51.5%	Shares	Sole	2024-11-13
2024-06-30	$1,297,749	6,480	+20.0%	Shares	Sole	2024-08-13
2024-03-31	$998,190	5,400	-36.4%	Shares	Sole	2024-05-14
2023-12-31	$992,396	8,490	-51.4%	Shares	Sole	2024-02-13
2023-09-30	$1,906,718	17,480	+306.5%	Shares	Sole	2023-11-13
2023-06-30	$393,665	4,300	-28.5%	Shares	Sole	2023-08-11
2022-09-30	$499,971	6,010	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.