Position in CEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,149,704
-$1,063,179 QoQ
Shares Held
4,629
-26.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#779
of 1,840 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,022,149 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
4,629 | $1,149,704 | |
| 2 | OKLO |
Oklo Inc.
|
16,672 | $872,445 |
All Filings in CEG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,704 | 4,629 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,212,883 | 6,264 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,321,917 | 7,056 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,600,800 | 8,058 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,129,531 | 5,602 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,025,710 | 4,585 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $928,011 | 3,569 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $715,564 | 3,573 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $682,466 | 3,692 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $452,247 | 3,869 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $401,305 | 3,679 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $292,868 | 3,199 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $252,691 | 3,219 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $277,596 | 3,220 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $262,214 | 3,152 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||