Beacon Pointe Advisors, LLC

Position in CEG — Constellation Energy Corp

CIK 1744317 NEWPORT BEACH, CA

Position in CEG

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,827,506

-$167,456 QoQ

Shares Held

7,358

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#657

of 1,840 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $8,643,792 across 5 Utilities - Independent Power Producers names. CEG ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	25,566	$4,055,534
2	CEG	Constellation Energy Corp This page	7,358	$1,827,506
3	NRG	Nrg Energy, Inc.	12,358	$1,805,009
4	OKLO	Oklo Inc.	9,577	$501,164
5	TLN	Talen Energy Corp	1,183	$454,579

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,827,506	7,358	+3.0%	Shares	Sole	2026-08-18
2026-03-31	$1,994,962	7,144	+59.4%	Shares	Sole	2026-05-15
2025-12-31	$1,583,002	4,481	-4.1%	Shares	Sole	2026-02-18
2025-09-30	$1,537,744	4,673	+6.7%	Shares	Sole	2025-11-14
2025-06-30	$1,413,043	4,378	+10.3%	Shares	Sole	2025-08-13
2025-03-31	$800,471	3,970	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$875,600	3,914	-6.1%	Shares	Sole	2025-02-14
2024-09-30	$1,084,283	4,170	-7.4%	Shares	Sole	2024-11-14
2024-06-30	$901,815	4,503	-5.8%	Shares	Sole	2024-08-12
2024-03-31	$883,398	4,779	+22.4%	Shares	Sole	2024-05-14
2023-12-31	$456,221	3,903	-4.7%	Shares	Sole	2024-02-08
2023-09-30	$446,573	4,094	+16.0%	Shares	Sole	2023-11-14
2023-06-30	$323,079	3,529	-6.0%	Shares	Sole	2023-08-14
2023-03-31	$294,610	3,753	+6.2%	Shares	Sole	2023-05-12
2022-12-31	$304,579	3,533	+2.5%	Shares	Sole	2023-02-14
2022-09-30	$286,672	3,446	-7.5%	Shares	Sole	2022-11-09
2022-06-30	$213,350	3,726	-17.6%	Shares	Sole	2022-08-11
2022-03-31	$254,250	4,520	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.