CBIZ Investment Advisory Services, LLC
Position in CEG — Constellation Energy Corp
CIK 1795934
INDEPENDENCE, OH
Position in CEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$104,812
-$13,031 QoQ
Shares Held
422
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,554
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $114,134 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (91.8% of the industry book) .
All Filings in CEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,812 | 422 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $117,843 | 422 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,310 | 49 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,124 | 49 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $85,854 | 266 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,032 | 20 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $2,237 | 10 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $780 | 3 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $600 | 3 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $554 | 3 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||