Values First Advisors, Inc.
Position in CEG — Constellation Energy Corp
CIK 1913608
JOHNSON CITY, TN
Position in CEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$611,735
-$74,661 QoQ
Shares Held
2,463
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#999
of 1,840 holders
Holding Since
Sep 2024
8 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, 2026Values First Advisors, Inc. holds $1,690,066 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (36.2% of the industry book) .
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,735 | 2,463 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $686,396 | 2,458 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $689,229 | 1,951 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $508,742 | 1,546 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $505,442 | 1,566 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $319,381 | 1,584 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $265,767 | 1,188 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $82,686 | 318 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||