Whalen Wealth Management Inc.

Position in CEG — Constellation Energy Corp

CIK 1894447 LAS VEGAS, NV

Position in CEG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$302,763

-$7,204 QoQ

Shares Held

1,219

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,283

of 1,840 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $1,347,414 across 4 Utilities - Independent Power Producers names. CEG ranks #4 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	2,445	$387,850
2	NRG	Nrg Energy, Inc.	2,279	$332,870
3	TLN	Talen Energy Corp	843	$323,931
4	CEG	Constellation Energy Corp This page	1,219	$302,763

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,763	1,219	+9.8%	Shares	Sole	2026-08-13
2026-03-31	$309,967	1,110	-24.6%	Shares	Sole	2026-04-13
2025-12-31	$520,366	1,473	-16.4%	Shares	Sole	2026-01-20
2025-09-30	$580,150	1,763	+28.0%	Shares	Sole	2025-10-09
2024-12-31	$308,048	1,377	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.