EverSource Wealth Advisors, LLC
Position in CEG — Constellation Energy Corp
CIK 1710537
BIRMINGHAM, AL
Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,423,092
+$102,808 QoQ
Shares Held
9,756
+17.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#584
of 1,840 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $3,717,618 across 7 Utilities - Independent Power Producers names. CEG ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
9,756 | $2,423,092 | |
| 2 | VST |
Vistra Corp.
|
3,922 | $622,142 | |
| 3 | NRG |
Nrg Energy, Inc.
|
3,082 | $450,151 | |
| 4 | TLN |
Talen Energy Corp
|
418 | $160,617 | |
| 5 | TAC |
Transalta Corp
|
2,338 | $32,334 | |
| 6 | OKLO |
Oklo Inc.
|
551 | $28,830 | |
| 7 | HNRG |
Hallador Energy Co
|
26 | $452 |
All Filings in CEG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,423,092 | 9,756 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,320,284 | 8,309 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,151,410 | 6,090 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,866,811 | 5,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,338,160 | 4,146 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $812,162 | 4,028 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $764,412 | 3,417 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $846,101 | 3,254 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $598,402 | 2,988 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $392,248 | 2,122 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $209,697 | 1,794 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $153,474 | 1,407 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $130,732 | 1,428 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $122,302 | 1,558 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $153,538 | 1,781 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $145,996 | 1,755 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $100,719 | 1,759 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $40,273 | 716 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||