ELEVATION POINT WEALTH PARTNERS, LLC

Position in CEG — Constellation Energy Corp

CIK 1744349 DENVER, CO

Back to CEG Full portfolio

Position in CEG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,745,047

-$87,670 QoQ

Shares Held

7,026

+7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#667

of 1,840 holders

Holding Since

Mar 2023

8 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

ELEVATION POINT WEALTH PARTNERS, LLC holds $9,529,475 across 4 Utilities - Independent Power Producers names. CEG ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	24,077	$3,819,334
2	TLN	Talen Energy Corp	6,344	$2,437,745
3	CEG	Constellation Energy Corp This page	7,026	$1,745,047
4	NRG	Nrg Energy, Inc.	10,457	$1,527,349

All Filings in CEG

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,745,047	7,026	+7.1%	Shares	Sole	2026-08-12
2026-03-31	$1,832,717	6,563	+77.8%	Shares	Sole	2026-04-27
2025-12-31	$1,303,919	3,691	+21.5%	Shares	Sole	2026-02-12
2025-09-30	$999,714	3,038	+4.1%	Shares	Sole	2025-11-14
2025-06-30	$942,136	2,919	+3.7%	Shares	Sole	2026-02-03
2024-09-30	$731,696	2,814	+5.7%	Shares	Sole	2026-02-03
2024-06-30	$533,319	2,663	-80.7%	Shares	Sole	2026-02-03
2023-03-31	$1,083,928	13,808	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.