Golden State Wealth Management, LLC

Position in CEG — Constellation Energy Corp

CIK 1776033 SANTA ANA, CA

Back to CEG Full portfolio

Position in CEG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$851,412

-$1,072,341 QoQ

Shares Held

3,428

-50.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#861

of 1,840 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CEG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,040,503 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (81.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	3,428	$851,412
2	VST	Vistra Corp.	796	$126,269
3	TLN	Talen Energy Corp	156	$59,944
4	OKLO	Oklo Inc.	55	$2,878

All Filings in CEG

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,412	3,428	-50.2%	Shares	Sole	2026-07-22
2026-03-31	$1,923,753	6,889	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$2,436,149	6,896	+10.3%	Shares	Sole	2026-02-13
2025-09-30	$2,057,016	6,251	+41.0%	Shares	Sole	2025-11-03
2025-06-30	$1,430,795	4,433	+52.4%	Shares	Sole	2025-08-06
2025-03-31	$586,340	2,908	+24.8%	Shares	Sole	2025-04-24
2024-12-31	$521,468	2,331	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.