Capital Advisors Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 1824700
YAKIMA, WA
Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,097,484
-$1,091,830 QoQ
Shares Held
8,445
-26.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#624
of 1,840 holders
Holding Since
Dec 2024
7 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, 2026Capital Advisors Wealth Management, LLC holds $2,300,373 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
8,445 | $2,097,484 | |
| 2 | TLN |
Talen Energy Corp
|
528 | $202,889 |
All Filings in CEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,097,484 | 8,445 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,189,314 | 11,421 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,881,377 | 10,987 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,476,953 | 10,566 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,169,180 | 9,819 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,312,897 | 11,471 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $344,513 | 1,540 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||