Cape Investment Advisory, Inc.
Position in CEG — Constellation Energy Corp
CIK 1944437
MCDONOUGH, GA
Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,392
-$95,594 QoQ
Shares Held
66
-79.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,715
of 1,840 holders
Holding Since
Dec 2024
6 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, 2026Cape Investment Advisory, Inc. holds $20,556 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (79.7% of the industry book) .
All Filings in CEG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,392 | 66 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $111,986 | 317 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $329 | 1 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $98,764 | 306 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $403 | 2 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $223 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||