FRG Family Wealth Advisors LLC

Position in CEG — Constellation Energy Corp

CIK 1893327 BELLEVUE, WA

Position in CEG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$4,147,141

-$1,291,803 QoQ

Shares Held

14,851

-3.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Utilities · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $4,147,141 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	14,851	$4,147,141

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,147,141	14,851	-3.5%	Shares	Sole	2026-04-24
2025-12-31	$5,438,944	15,396	+24.3%	Shares	Sole	2026-01-21
2025-09-30	$4,076,848	12,389	+22.3%	Shares	Sole	2025-11-13
2025-06-30	$3,268,913	10,128	+5.2%	Shares	Sole	2025-08-04
2025-03-31	$1,941,293	9,628	0.0%	Shares	Sole	2025-05-15
2024-12-31	$2,153,879	9,628	+1.5%	Shares	Sole	2025-02-13
2024-09-30	$2,465,769	9,483	0.0%	Shares	Sole	2024-11-18
2024-06-30	$1,899,160	9,483	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,752,932	9,483	-4.3%	Shares	Sole	2024-05-15
2023-12-31	$1,158,263	9,909	-19.8%	Shares	Sole	2024-01-09
2023-09-30	$1,348,010	12,358	-5.7%	Shares	Sole	2023-10-11
2023-06-30	$1,200,037	13,108	0.0%	Shares	Sole	2023-07-13
2023-03-31	$1,028,978	13,108	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,130,040	13,108	0.0%	Shares	Sole	2023-01-25
2022-09-30	$1,090,454	13,108	0.0%	Shares	Sole	2022-10-12
2022-06-30	$750,564	13,108	0.0%	Shares	Sole	2022-07-11
2022-03-31	$737,325	13,108	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.