Legacy Financial Advisors, Inc.
Position in CEG — Constellation Energy Corp
CIK 1730810
COVINGTON, KY
Position in CEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$309,220
-$52,129 QoQ
Shares Held
1,245
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,277
of 1,840 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $584,397 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,245 | $309,220 | |
| 2 | NRG |
Nrg Energy, Inc.
|
1,884 | $275,177 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,220 | 1,245 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $361,349 | 1,294 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $477,621 | 1,352 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $374,481 | 1,138 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $342,125 | 1,060 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $225,723 | 1,009 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $258,199 | 993 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $208,881 | 1,043 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||