Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$399,875
+$84,323 QoQ
Shares Held
1,610
+42.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,159
of 1,840 holders
Holding Since
Sep 2024
8 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, 202644 WEALTH MANAGEMENT LLC holds $782,406 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,610 | $399,875 | |
| 2 | NRG |
Nrg Energy, Inc.
|
2,619 | $382,531 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,875 | 1,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $315,552 | 1,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $414,032 | 1,172 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $380,733 | 1,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $373,110 | 1,156 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $221,793 | 1,100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $314,536 | 1,406 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $391,070 | 1,504 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||