Position in CEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$274,697
-$34,153 QoQ
Shares Held
1,106
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,323
of 1,840 holders
Holding Since
Sep 2022
16 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, 2026TriaGen Wealth Management LLC holds $274,697 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
|
1,106 | $274,697 |
All Filings in CEG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,697 | 1,106 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $308,850 | 1,106 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $390,716 | 1,106 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $363,951 | 1,106 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $366,655 | 1,136 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $226,833 | 1,125 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $286,125 | 1,279 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $352,847 | 1,357 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $762,427 | 3,807 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $694,111 | 3,755 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $445,818 | 3,814 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $398,360 | 3,652 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $334,157 | 3,650 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $284,484 | 3,624 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $358,806 | 4,162 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $278,936 | 3,353 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||