Position in CEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$207,388
-$13,778 QoQ
Shares Held
835
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,479
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, 2026Winthrop Advisory Group LLC holds $207,388 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
|
835 | $207,388 |
All Filings in CEG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,388 | 835 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $221,166 | 792 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $279,789 | 792 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $204,681 | 622 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $200,756 | 622 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||