WealthPlan Investment Management, LLC
Position in CEG — Constellation Energy Corp
CIK 1929986
OMAHA, NE
Position in CEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$432,908
-$56,058 QoQ
Shares Held
1,743
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,127
of 1,840 holders
Holding Since
Mar 2023
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, 2026WealthPlan Investment Management, LLC holds $672,579 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,743 | $432,908 | |
| 2 | OKLO |
Oklo Inc.
|
4,580 | $239,671 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,908 | 1,743 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $488,966 | 1,751 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $528,845 | 1,497 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $488,998 | 1,486 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $474,457 | 1,470 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $296,396 | 1,470 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $328,853 | 1,470 | Shares | Sole | 2025-01-30 | |
| 2023-03-31 | $15,072 | 192 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||