Position in CEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$950,760
-$146,413 QoQ
Shares Held
3,828
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#827
of 1,840 holders
Holding Since
Dec 2022
15 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,413,800 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
3,828 | $950,760 | |
| 2 | VST |
Vistra Corp.
|
2,919 | $463,040 |
All Filings in CEG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,760 | 3,828 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,097,173 | 3,929 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,758,578 | 4,978 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,278,766 | 3,886 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,236,170 | 3,830 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $738,570 | 3,663 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $840,031 | 3,755 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,006,537 | 3,871 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $747,808 | 3,734 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $665,275 | 3,599 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $424,076 | 3,628 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $400,214 | 3,669 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $314,382 | 3,434 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $258,579 | 3,294 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $298,803 | 3,466 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||