Position in CEG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$447,314
-$41,094 QoQ
Shares Held
1,801
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,111
of 1,840 holders
Holding Since
Sep 2024
7 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, 2026Apella Capital, LLC holds $869,111 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,801 | $447,314 | |
| 2 | VST |
Vistra Corp.
|
2,659 | $421,797 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,314 | 1,801 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $488,408 | 1,749 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $543,329 | 1,538 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $469,911 | 1,428 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $431,530 | 1,337 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $266,554 | 1,322 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $211,656 | 814 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||