Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$216,330
-$25,779 QoQ
Shares Held
871
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,457
of 1,840 holders
Holding Since
Mar 2026
2 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, 2026Peterson Wealth Services holds $3,726,336 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
22,127 | $3,510,006 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
871 | $216,330 |
All Filings in CEG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,330 | 871 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $242,109 | 867 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||