Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$515,367
-$79,435 QoQ
Shares Held
2,075
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,050
of 1,840 holders
Holding Since
Mar 2023
14 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, 2026Forum Financial Management, LP holds $569,867 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,075 | $515,367 | |
| 2 | DGXX |
Digi Power X Inc.
|
10,000 | $54,500 |
All Filings in CEG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,367 | 2,075 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $594,802 | 2,130 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $931,219 | 2,636 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $811,815 | 2,467 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $754,290 | 2,337 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $299,622 | 1,486 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $340,710 | 1,523 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $630,028 | 2,423 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $421,968 | 2,107 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $408,518 | 2,210 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $271,769 | 2,325 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $277,390 | 2,543 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $255,058 | 2,786 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $239,974 | 3,057 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||