Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$477,367
-$106,824 QoQ
Shares Held
1,922
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,083
of 1,840 holders
Holding Since
Sep 2024
8 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, 2026WEALTH EFFECTS LLC holds $1,223,086 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
4,701 | $745,719 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
1,922 | $477,367 |
All Filings in CEG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,367 | 1,922 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $584,191 | 2,092 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $730,209 | 2,067 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $680,187 | 2,067 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $667,144 | 2,067 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $416,567 | 2,066 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $428,628 | 1,916 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $424,092 | 1,631 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||