Position in CEG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$497,981
-$71,968 QoQ
Shares Held
2,005
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,064
of 1,840 holders
Holding Since
Sep 2023
11 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, 2026Regent Peak Wealth Advisors LLC holds $497,981 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
|
2,005 | $497,981 |
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,981 | 2,005 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $569,949 | 2,041 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $714,665 | 2,023 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $660,772 | 2,008 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $410,518 | 2,036 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $432,207 | 1,932 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $502,878 | 1,934 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $385,920 | 1,927 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $359,533 | 1,945 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $232,143 | 1,986 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $214,887 | 1,970 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||