Wellspring Financial Advisors, LLC
Position in CEG — Constellation Energy Corp
CIK 1811308
CLEVELAND, OH
Position in CEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,372,243
+$5,117,789 QoQ
Shares Held
21,630
-0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#402
of 1,840 holders
Holding Since
Jun 2025
5 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, 2026Wellspring Financial Advisors, LLC holds $5,372,243 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
|
21,630 | $5,372,243 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,372,243 | 21,630 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $254,454 | 21,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $316,177 | 29,090 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $280,849 | 26,862 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $254,657 | 789 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||