Acumen Wealth Advisors, LLC

Position in CEG — Constellation Energy Corp

CIK 1939202 CHATTANOOGA, TN

Position in CEG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,963,613

+$1,271,074 QoQ

Shares Held

7,906

+218.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#645

of 1,840 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $1,982,942 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (99.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	7,906	$1,963,613
2	VST	Vistra Corp.	108	$17,132
3	OKLO	Oklo Inc.	42	$2,197

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,963,613	7,906	+218.8%	Shares	Sole	2026-08-03
2026-03-31	$692,539	2,480	+1622.2%	Shares	Sole	2026-05-13
2025-12-31	$50,870	144	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.