Bell Investment Advisors, Inc

Position in CEG — Constellation Energy Corp

CIK 1890149 ORINDA, CA

Position in CEG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$59,608

-$16,348 QoQ

Shares Held

240

-11.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,611

of 1,839 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $91,401 across 6 Utilities - Independent Power Producers names. CEG ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	240	$59,608
2	VST	Vistra Corp.	76	$12,055
3	TLN	Talen Energy Corp	29	$11,143
4	NRG	Nrg Energy, Inc.	47	$6,864
5	OKLO	Oklo Inc.	22	$1,151
6	TAC	Transalta Corp	42	$580

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,608	240	-11.8%	Shares	Sole	2026-08-07
2026-03-31	$75,956	272	+91.5%	Shares	Sole	2026-04-17
2025-12-31	$50,164	142	-2.7%	Shares	Sole	2026-02-24
2025-09-30	$48,044	146	-14.6%	Shares	Sole	2025-11-21
2025-06-30	$55,191	171	+8.2%	Shares	Sole	2025-08-11
2025-03-31	$31,857	158	+0.6%	Shares	Sole	2025-05-16
2024-12-31	$35,122	157	+12.9%	Shares	Sole	2025-02-07
2024-09-30	$36,142	139	-10.9%	Shares	Sole	2024-11-13
2024-06-30	$31,242	156	-6.6%	Shares	Sole	2024-08-08
2024-03-31	$30,869	167	+7.7%	Shares	Sole	2024-05-08
2023-12-31	$18,117	155	+4.7%	Shares	Sole	2024-02-14
2023-09-30	$16,143	148	-28.5%	Shares	Sole	2023-11-08
2023-06-30	$18,950	207	-0.5%	Shares	Sole	2023-08-09
2023-03-31	$16,328	208	-26.8%	Shares	Sole	2023-05-10
2022-12-31	$24,483	284	-1.0%	Shares	Sole	2023-02-09
2022-09-30	$23,875	287	+28.1%	Shares	Sole	2022-11-09
2022-06-30	$12,826	224	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.