Pinnacle Wealth Planning Services, Inc.

Position in CEG — Constellation Energy Corp

CIK 1726752 MANSFIELD, OH

Back to CEG Full portfolio

Position in CEG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$596,833

-$87,050 QoQ

Shares Held

2,403

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,008

of 1,840 holders

Holding Since

Sep 2022

15 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, 2026

Pinnacle Wealth Planning Services, Inc. holds $778,418 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (76.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	2,403	$596,833
2	VST	Vistra Corp.	578	$91,688
3	NRG	Nrg Energy, Inc.	508	$74,198
4	OKLO	Oklo Inc.	300	$15,699

All Filings in CEG

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15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,833	2,403	-1.9%	Shares	Sole	2026-08-07
2026-03-31	$683,883	2,449	+1.4%	Shares	Sole	2026-05-11
2025-12-31	$853,147	2,415	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$799,640	2,430	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$790,116	2,448	+26.1%	Shares	Sole	2025-08-11
2025-03-31	$391,363	1,941	+3.7%	Shares	Sole	2025-05-15
2024-12-31	$418,785	1,872	-25.4%	Shares	Sole	2025-02-27
2024-09-30	$652,910	2,511	+0.6%	Shares	Sole	2024-11-13
2024-06-30	$500,074	2,497	-0.0%	Shares	Sole	2024-08-09
2024-03-31	$461,755	2,498	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$292,692	2,504	+1.0%	Shares	Sole	2024-02-08
2023-09-30	$270,409	2,479	+0.3%	Shares	Sole	2023-11-08
2023-06-30	$226,219	2,471	-0.7%	Shares	Sole	2023-08-07
2022-12-31	$214,490	2,488	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$207,225	2,491	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.