Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$246,134
-$164,922 QoQ
Shares Held
991
-32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,384
of 1,840 holders
Holding Since
Dec 2022
10 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, 2026Tradition Wealth Management, LLC holds $246,134 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
|
991 | $246,134 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,134 | 991 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $411,056 | 1,472 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $729,855 | 2,066 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $364,938 | 1,109 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $278,864 | 864 | Shares | Sole | 2025-08-12 | |
| 2023-12-31 | $5,143 | 44 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,799 | 44 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,028 | 44 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,416 | 69 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3 | 30 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||