SHP Wealth Management

Position in CEG — Constellation Energy Corp

CIK 1807060 PLYMOUTH, MA

Position in CEG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$461,471

-$7,948 QoQ

Shares Held

1,858

+10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,096

of 1,839 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SHP Wealth Management holds $604,185 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (76.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	1,858	$461,471
2	VST	Vistra Corp.	586	$92,957
3	NRG	Nrg Energy, Inc.	213	$31,110
4	OKLO	Oklo Inc.	349	$18,263
5	TLN	Talen Energy Corp	1	$384

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,471	1,858	+10.5%	Shares	Sole	2026-08-11
2026-03-31	$469,419	1,681	-19.3%	Shares	Sole	2026-05-08
2025-12-31	$735,508	2,082	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.