Position in CEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,136,789
-$128,772 QoQ
Shares Held
4,577
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#780
of 1,840 holders
Holding Since
Dec 2022
7 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, 2026Fiduciary Alliance LLC holds $3,152,183 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
12,705 | $2,015,394 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
4,577 | $1,136,789 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,789 | 4,577 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,265,561 | 4,532 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,618,329 | 4,581 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,511,747 | 4,594 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,467,912 | 4,548 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $549 | 6 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $517 | 6 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||