Robertson Stephens Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 1767307
San Francisco, CA
Position in CEG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$209,716
-$113,879 QoQ
Shares Held
751
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Robertson Stephens Wealth Management, LLC holds $282,333 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
|
1,933 | $282,333 |
All Filings in CEG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,716 | 751 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $323,595 | 916 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $340,916 | 1,036 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,728 | 1,003 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $512,543 | 2,542 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $240,935 | 1,077 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||