Foundations Investment Advisors, LLC

Endowment

Position in CEG — Constellation Energy Corp

CIK 1743404 PHOENIX, AZ

Back to CEG Full portfolio

Position in CEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,674,013

-$48,401 QoQ

Shares Held

6,740

+9.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#675

of 1,839 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, 2026

Foundations Investment Advisors, LLC holds $28,836,349 across 4 Utilities - Independent Power Producers names. CEG ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	115,580	$18,334,454
2	OKLO	Oklo Inc.	161,780	$8,465,946
3	CEG	Constellation Energy Corp This page	6,740	$1,674,013
4	NRG	Nrg Energy, Inc.	2,478	$361,936

All Filings in CEG

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,674,013	6,740	+9.3%	Shares	Sole	2026-08-14
2026-03-31	$1,722,414	6,168	+16.8%	Shares	Sole	2026-05-11
2025-12-31	$1,865,265	5,280	+10.3%	Shares	Sole	2026-02-10
2025-09-30	$1,575,258	4,787	+46.3%	Shares	Sole	2025-11-03
2025-06-30	$1,056,070	3,272	+29.2%	Shares	Sole	2025-08-08
2025-03-31	$510,728	2,533	-34.2%	Shares	Sole	2025-05-07
2024-12-31	$861,730	3,852	+1.0%	Shares	Sole	2025-01-22
2024-09-30	$991,196	3,812	+22.0%	Shares	Sole	2024-10-21
2024-06-30	$625,843	3,125	+138.5%	Shares	Sole	2024-08-02
2024-03-31	$242,153	1,310	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.