Position in CEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$249,363
-$58,091 QoQ
Shares Held
1,004
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,374
of 1,839 holders
Holding Since
Jun 2025
5 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, 2026Carter Financial Group, INC. holds $249,363 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
|
1,004 | $249,363 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,363 | 1,004 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $307,454 | 1,101 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $399,548 | 1,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $348,814 | 1,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,252 | 1,048 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||