Dynamic Wealth Strategies, LLC
Position in CEG — Constellation Energy Corp
CIK 1812853
GRANITE BAY, CA
Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$45,948
-$5,713 QoQ
Shares Held
185
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,639
of 1,840 holders
Holding Since
Dec 2023
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, 2026Dynamic Wealth Strategies, LLC holds $45,948 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
|
185 | $45,948 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,948 | 185 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $51,661 | 185 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $100,681 | 285 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $97,733 | 297 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $95,859 | 297 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $59,884 | 297 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $83,466 | 321 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $83,312 | 416 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $76,897 | 416 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $55,405 | 474 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||