Position in CEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,337,410
-$237,554 QoQ
Shares Held
9,411
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#591
of 1,840 holders
Holding Since
Jun 2025
5 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, 2026WealthShield Partners, LLC holds $2,337,410 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
9,411 | $2,337,410 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,410 | 9,411 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,574,964 | 9,221 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $302,399 | 856 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $278,064 | 845 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $272,732 | 845 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||