Position in CEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$400,124
-$96,941 QoQ
Shares Held
1,611
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,158
of 1,840 holders
Holding Since
Dec 2024
7 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, 2026FSM Wealth Advisors, LLC holds $400,124 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,611 | $400,124 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,124 | 1,611 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $497,065 | 1,780 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $646,837 | 1,831 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $564,684 | 1,716 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $471,875 | 1,462 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $244,778 | 1,214 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $261,964 | 1,171 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||