Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$403,601
+$21,587 QoQ
Shares Held
1,625
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,152
of 1,840 holders
Holding Since
Jun 2024
9 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, 2026Western Wealth Management, LLC holds $940,087 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
3,382 | $536,486 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
1,625 | $403,601 |
All Filings in CEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,601 | 1,625 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $382,014 | 1,368 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $475,501 | 1,346 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $426,803 | 1,297 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $415,392 | 1,287 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $260,909 | 1,294 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $254,581 | 1,138 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $296,422 | 1,140 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,272 | 1,010 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||