Marshall Financial Group, LLC

Position in CEG — Constellation Energy Corp

CIK 1841496 Hunt Valley, MD

Position in CEG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,168,332

-$253,329 QoQ

Shares Held

4,704

-7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#775

of 1,840 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marshall Financial Group, LLC holds $1,168,332 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	4,704	$1,168,332

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,332	4,704	-7.6%	Shares	Sole	2026-07-20
2026-03-31	$1,421,661	5,091	-0.4%	Shares	Sole	2026-04-13
2025-12-31	$1,806,622	5,114	0.0%	Shares	Sole	2026-01-09
2025-09-30	$1,682,863	5,114	+0.1%	Shares	Sole	2025-10-08
2025-06-30	$1,649,303	5,110	+0.1%	Shares	Sole	2025-07-10
2025-03-31	$1,028,917	5,103	-3.4%	Shares	Sole	2025-04-16
2024-12-31	$1,182,307	5,285	-1.3%	Shares	Sole	2025-01-21
2024-09-30	$1,392,667	5,356	-15.8%	Shares	Sole	2024-10-16
2024-06-30	$1,274,318	6,363	-1.6%	Shares	Sole	2024-07-19
2024-03-31	$1,194,870	6,464	0.0%	Shares	Sole	2024-04-19
2023-12-31	$755,576	6,464	+1.9%	Shares	Sole	2024-01-10
2023-09-30	$691,894	6,343	+1.7%	Shares	Sole	2023-10-19
2023-06-30	$570,997	6,237	0.0%	Shares	Sole	2023-07-17
2023-03-31	$489,604	6,237	0.0%	Shares	Sole	2023-04-18
2022-12-31	$537,691	6,237	+59.8%	Shares	Sole	2023-02-01
2022-09-30	$324,773	3,904	+6.8%	Shares	Sole	2022-10-12
2022-06-30	$209,228	3,654	—	Shares	Sole	2022-07-25
No filing history on record for this holder in this stock.