Castle Rock Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 1727605
WALNUT CREEK, CA
Position in CEG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,638,359
-$642,352 QoQ
Shares Held
5,867
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
All Filings in CEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,638,359 | 5,867 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,280,711 | 6,456 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,022,464 | 6,146 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,615,413 | 5,005 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||