SC&H Financial Advisors, Inc.
Position in CEG — Constellation Energy Corp
CIK 1907898
HUNT VALLEY, MD
Position in CEG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$245,460
-$65,064 QoQ
Shares Held
879
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
All Filings in CEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,460 | 879 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $310,524 | 879 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $291,556 | 886 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $444,763 | 1,378 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $281,677 | 1,397 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $312,522 | 1,397 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $391,850 | 1,507 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $304,610 | 1,521 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $277,459 | 1,501 | Shares | Sole | 2024-05-02 | |
| 2022-12-31 | $218,628 | 2,536 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $210,886 | 2,535 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||