Position in CEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$527,289
+$25,477 QoQ
Shares Held
2,123
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,042
of 1,846 holders
Holding Since
Jun 2023
12 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, 2026Symphony Financial, Ltd. Co. holds $527,289 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,123 | $527,289 |
All Filings in CEG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,289 | 2,123 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $501,812 | 1,797 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $666,267 | 1,886 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $670,315 | 2,037 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,047,678 | 3,246 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $398,651 | 1,782 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $516,659 | 1,987 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $466,829 | 2,331 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $448,261 | 2,425 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $282,055 | 2,413 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $280,662 | 2,573 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $247,642 | 2,705 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||