Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$892,393
-$48,958 QoQ
Shares Held
3,593
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#848
of 1,840 holders
Holding Since
Mar 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, 2026Rothschild Wealth LLC holds $892,393 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
|
3,593 | $892,393 |
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,393 | 3,593 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $941,351 | 3,371 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,047,445 | 2,965 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $964,175 | 2,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $935,358 | 2,898 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $581,299 | 2,883 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $620,124 | 2,772 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $727,795 | 2,799 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $557,952 | 2,786 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $469,519 | 2,540 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $258,893 | 3,298 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||