Global Retirement Partners, LLC
PensionPosition in CEG — Constellation Energy Corp
CIK 1749744
San Rafael, CA
Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,870,287
-$878,122 QoQ
Shares Held
19,609
+20.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#421
of 1,840 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $8,918,146 across 7 Utilities - Independent Power Producers names. CEG ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
19,609 | $4,870,287 | |
| 2 | NRG |
Nrg Energy, Inc.
|
9,948 | $1,453,004 | |
| 3 | TLN |
Talen Energy Corp
|
3,158 | $1,213,493 | |
| 4 | VST |
Vistra Corp.
|
6,976 | $1,106,602 | |
| 5 | OKLO |
Oklo Inc.
|
5,213 | $272,796 | |
| 6 | HNRG |
Hallador Energy Co
|
66 | $1,147 | |
| 7 | DGXX |
Digi Power X Inc.
|
150 | $817 |
All Filings in CEG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,870,287 | 19,609 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,748,409 | 16,272 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,940,284 | 11,974 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,279,743 | 3,965 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $686,342 | 3,068 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,870,843 | 7,195 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $691,732 | 3,454 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $527,192 | 2,852 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $331,500 | 2,836 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $293,316 | 2,689 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $243,248 | 2,657 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $207,083 | 2,638 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $170,523 | 1,978 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $92,673 | 1,114 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $68,540 | 1,197 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $58,950 | 1,048 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||