Paragon Private Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 1922684
LEXINGTON, KY
Position in CEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$808,941
+$83,450 QoQ
Shares Held
3,257
+25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#879
of 1,840 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $1,541,723 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
3,257 | $808,941 | |
| 2 | NRG |
Nrg Energy, Inc.
|
5,017 | $732,782 |
All Filings in CEG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,941 | 3,257 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $725,491 | 2,598 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $881,055 | 2,494 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $625,891 | 1,902 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $272,731 | 845 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||