Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$370,567
-$18,986 QoQ
Shares Held
1,492
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,190
of 1,840 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Horizon Family Wealth, Inc. holds $370,567 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,492 | $370,567 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,567 | 1,492 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $389,553 | 1,395 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $562,404 | 1,592 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $523,550 | 1,591 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $513,510 | 1,591 | Shares | Other | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||