Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,163
-$4,988 QoQ
Shares Held
53
-18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,729
of 1,840 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Clearstead Trust, LLC holds $17,544 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
53 | $13,163 | |
| 2 | NRG |
Nrg Energy, Inc.
|
30 | $4,381 |
All Filings in CEG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,163 | 53 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,151 | 65 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $46,984 | 133 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,689 | 151 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,382 | 153 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $28,429 | 141 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $24,608 | 110 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,602 | 110 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,029 | 110 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,333 | 110 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,584 | 82 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,944 | 82 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,507 | 82 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $31,714 | 404 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $34,742 | 403 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $33,442 | 402 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||