Position in CEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$650,232
-$35,047 QoQ
Shares Held
2,618
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#966
of 1,839 holders
Holding Since
Mar 2024
10 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, 2026Marion Wealth Management holds $650,232 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
|
2,618 | $650,232 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,232 | 2,618 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $685,279 | 2,454 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $793,797 | 2,247 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $734,813 | 2,233 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $705,230 | 2,185 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $343,174 | 1,702 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $357,041 | 1,596 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $416,812 | 1,603 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $281,579 | 1,406 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $298,717 | 1,616 | Shares | Sole | 2024-04-08 | |
| No filing history on record for this holder in this stock. | ||||||