Position in CEG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$19,621
-$44,327 QoQ
Shares Held
79
-65.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,700
of 1,839 holders
Holding Since
Mar 2022
9 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, 2026West Branch Capital LLC holds $51,347 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
200 | $31,726 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
79 | $19,621 |
All Filings in CEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,621 | 79 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $63,948 | 229 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $80,898 | 229 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $49,689 | 151 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,371 | 91 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $18,348 | 91 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,357 | 91 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $260 | 1 | Shares | Sole | 2024-10-18 | |
| 2022-03-31 | $5,400 | 96 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||