Herold Advisors, Inc.

Position in CEG — Constellation Energy Corp

CIK 1891713 New York, NY

Position in CEG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$247,974

-$6,380 QoQ

Shares Held

888

+23.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Herold Advisors, Inc. holds $860,007 across 2 Utilities - Independent Power Producers names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VST	Vistra Corp.	3,871	$614,056
2	OKLO	Oklo Inc.	4,700	$245,951

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$247,974	888	+23.3%	Shares	Sole	2026-05-15
2025-12-31	$254,354	720	+1340.0%	Shares	Sole	2026-02-17
2022-03-31	$2,812	50	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.