GREAT VALLEY ADVISOR GROUP, INC.

Position in CEG — Constellation Energy Corp

CIK 1769897 WILMINGTON, DE

Position in CEG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,285,500

-$377,148 QoQ

Shares Held

9,202

-3.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#600

of 1,840 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $2,738,190 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (83.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	9,202	$2,285,500
2	VST	Vistra Corp.	1,503	$238,420
3	NRG	Nrg Energy, Inc.	1,467	$214,270

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,285,500	9,202	-3.5%	Shares	Sole	2026-08-10
2026-03-31	$2,662,648	9,535	+13.4%	Shares	Sole	2026-05-11
2025-12-31	$2,971,353	8,411	+13.2%	Shares	Sole	2026-02-12
2025-09-30	$2,445,648	7,432	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$2,302,247	7,133	+3.5%	Shares	Sole	2025-08-14
2025-03-31	$1,390,036	6,894	+0.5%	Shares	Sole	2025-05-08
2024-12-31	$1,534,874	6,861	+0.8%	Shares	Sole	2025-02-24
2024-09-30	$1,769,436	6,805	+17.8%	Shares	Sole	2024-11-12
2024-06-30	$1,157,160	5,778	+96.3%	Shares	Sole	2024-07-16
2024-03-31	$544,198	2,944	+4.2%	Shares	Sole	2024-05-06
2023-12-31	$330,214	2,825	+1.9%	Shares	Sole	2024-02-06
2023-09-30	$302,369	2,772	+0.0%	Shares	Sole	2023-11-07
2023-06-30	$253,685	2,771	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.