Soltis Investment Advisors LLC
Position in CEG — Constellation Energy Corp
CIK 1802530
ST. GEORGE, UT
Position in CEG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$241,167
-$15,743 QoQ
Shares Held
971
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,395
of 1,839 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Soltis Investment Advisors LLC holds $241,167 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
|
971 | $241,167 |
All Filings in CEG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,167 | 971 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $256,910 | 920 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $301,099 | 915 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $253,366 | 785 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||