Position in CEG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$654,454
+$149,012 QoQ
Shares Held
2,635
+45.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#961
of 1,840 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026WILLNER & HELLER, LLC holds $1,043,732 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
2,635 | $654,454 | |
| 2 | VST |
Vistra Corp.
|
2,454 | $389,278 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,454 | 2,635 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $505,442 | 1,810 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $564,172 | 1,597 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $418,906 | 1,273 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $430,239 | 1,333 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $291,758 | 1,447 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $323,037 | 1,444 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $374,948 | 1,442 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||