Position in CEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$324,867
-$6,602 QoQ
Shares Held
1,308
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,255
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026Keystone Financial Group holds $776,169 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
2,845 | $451,302 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
1,308 | $324,867 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,867 | 1,308 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $331,469 | 1,187 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $419,331 | 1,187 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $385,011 | 1,170 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $409,905 | 1,270 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $269,377 | 1,336 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $256,595 | 1,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $298,242 | 1,147 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $307,614 | 1,536 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $219,232 | 1,186 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||