Position in CEG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$327,351
-$65,553 QoQ
Shares Held
1,318
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,252
of 1,840 holders
Holding Since
Mar 2024
7 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, 2026Thrive Wealth Management, LLC holds $327,351 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
|
1,318 | $327,351 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,351 | 1,318 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $392,904 | 1,407 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $493,164 | 1,396 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $277,406 | 843 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $260,467 | 807 | Shares | Sole | 2025-07-09 | |
| 2024-09-30 | $209,056 | 804 | Shares | Sole | 2024-10-04 | |
| 2024-03-31 | $204,444 | 1,106 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||