Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,265,009
+$715,742 QoQ
Shares Held
17,172
+35.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#447
of 1,840 holders
Holding Since
Sep 2023
11 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, 2026RMR Wealth Builders holds $4,544,990 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
17,172 | $4,265,009 | |
| 2 | VST |
Vistra Corp.
|
1,765 | $279,981 |
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,265,009 | 17,172 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,549,267 | 12,710 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,130,786 | 11,693 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,588,837 | 10,906 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,530,671 | 10,939 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,208,453 | 10,953 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,633,482 | 10,128 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,100,231 | 10,487 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,716,886 | 9,288 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $403,504 | 3,452 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $405,341 | 3,716 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||