Center for Financial Planning, Inc.
Position in CEG — Constellation Energy Corp
CIK 1803557
SOUTHFIED, MI
Position in CEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$179,323
+$20,151 QoQ
Shares Held
722
+26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,509
of 1,840 holders
Holding Since
Mar 2022
18 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, 2026Center for Financial Planning, Inc. holds $181,939 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
722 | $179,323 | |
| 2 | OKLO |
Oklo Inc.
|
50 | $2,616 |
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,323 | 722 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $159,172 | 570 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $51,224 | 145 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,338 | 77 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,852 | 77 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $37,301 | 185 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $41,386 | 185 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,103 | 185 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $37,049 | 185 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $34,197 | 185 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $21,624 | 185 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $20,179 | 185 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $16,936 | 185 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,522 | 185 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $15,948 | 185 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $15,390 | 185 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $18,781 | 328 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,450 | 328 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||