Position in CEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$624,402
-$61,994 QoQ
Shares Held
2,514
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#988
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $916,281 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,514 | $624,402 | |
| 2 | VST |
Vistra Corp.
|
1,840 | $291,879 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,402 | 2,514 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $686,396 | 2,458 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,303,213 | 3,689 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $813,461 | 2,472 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $664,885 | 2,060 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $385,516 | 1,912 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $384,781 | 1,720 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $446,714 | 1,718 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $311,419 | 1,555 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $237,717 | 1,286 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||