Position in CEG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$683,265
-$245,799 QoQ
Shares Held
2,751
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#949
of 1,840 holders
Holding Since
Jun 2024
9 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, 2026Everhart Financial Group, Inc. holds $1,361,725 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,751 | $683,265 | |
| 2 | VST |
Vistra Corp.
|
4,277 | $678,460 |
All Filings in CEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,265 | 2,751 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $929,064 | 3,327 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,066,875 | 3,020 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $974,047 | 2,960 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $742,348 | 2,300 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $419,793 | 2,082 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $401,559 | 1,795 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $444,894 | 1,711 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $208,481 | 1,041 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||