Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,250,852
+$807,979 QoQ
Shares Held
17,115
+38.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#449
of 1,839 holders
Holding Since
Dec 2025
3 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, 2026WCG Wealth Advisors LLC holds $5,859,685 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
17,115 | $4,250,852 | |
| 2 | OKLO |
Oklo Inc.
|
30,744 | $1,608,833 |
All Filings in CEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,250,852 | 17,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,442,873 | 12,329 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,828,740 | 10,838 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||