Position in CEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$732,687
-$259,765 QoQ
Shares Held
2,950
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#917
of 1,839 holders
Holding Since
Jun 2025
5 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, 2026Advisor OS, LLC holds $1,031,543 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,950 | $732,687 | |
| 2 | VST |
Vistra Corp.
|
1,884 | $298,856 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,687 | 2,950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $992,452 | 3,554 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $607,621 | 1,720 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $551,847 | 1,677 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $342,446 | 1,061 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||