Bogart Wealth, LLC

Position in CEG — Constellation Energy Corp

CIK 1715740 MCLEAN, VA

Position in CEG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$271,716

-$35,179 QoQ

Shares Held

1,094

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,328

of 1,840 holders

Holding Since

Jun 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $333,532 across 6 Utilities - Independent Power Producers names. CEG ranks #1 (81.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	1,094	$271,716
2	OKLO	Oklo Inc.	500	$26,165
3	TLN	Talen Energy Corp	68	$26,129
4	VST	Vistra Corp.	49	$7,772
5	NRG	Nrg Energy, Inc.	10	$1,460
6	TAC	Transalta Corp	21	$290

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,716	1,094	-0.5%	Shares	Sole	2026-07-24
2026-03-31	$306,895	1,099	+2.0%	Shares	Sole	2026-04-28
2025-12-31	$380,471	1,077	-0.7%	Shares	Sole	2026-01-30
2025-09-30	$357,040	1,085	+63.7%	Shares	Sole	2025-10-27
2025-06-30	$213,989	663	+13.5%	Shares	Sole	2025-07-30
2025-03-31	$117,751	584	—	Shares	Sole	2025-05-02
2022-12-31	$15	0	—	Shares	Sole	2023-02-06
2022-09-30	$0	0	—	Shares	Sole	2022-11-03
2022-06-30	$0	0	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.