Confluence Wealth Services, Inc.

Position in CEG — Constellation Energy Corp

CIK 1910411 MCMURRAY, PA

Position in CEG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,068,239

+$199,493 QoQ

Shares Held

4,301

+38.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#794

of 1,840 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $2,486,057 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	4,301	$1,068,239
2	NRG	Nrg Energy, Inc.	5,718	$835,171
3	VST	Vistra Corp.	3,673	$582,647

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,068,239	4,301	+38.3%	Shares	Sole	2026-07-22
2026-03-31	$868,746	3,111	+8.1%	Shares	Sole	2026-05-07
2025-12-31	$1,016,357	2,877	-1.4%	Shares	Sole	2026-01-28
2025-09-30	$959,897	2,917	+3.5%	Shares	Sole	2025-10-28
2025-06-30	$909,214	2,817	0.0%	Shares	Sole	2025-07-22
2025-03-31	$567,991	2,817	0.0%	Shares	Sole	2025-04-24
2024-12-31	$630,191	2,817	-6.6%	Shares	Sole	2025-01-27
2024-09-30	$784,480	3,017	-6.8%	Shares	Sole	2024-10-29
2024-06-30	$648,073	3,236	0.0%	Shares	Sole	2024-07-31
2024-03-31	$598,174	3,236	+12.8%	Shares	Sole	2024-04-22
2023-12-31	$335,474	2,870	-4.9%	Shares	Sole	2024-01-25
2023-09-30	$329,094	3,017	+3.7%	Shares	Sole	2023-11-01
2023-06-30	$266,227	2,908	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$227,728	2,901	-2.4%	Shares	Sole	2023-05-12
2022-12-31	$256,216	2,972	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$247,157	2,971	-13.3%	Shares	Sole	2022-11-08
2022-06-30	$196,230	3,427	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.