Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$208,382
-$37,637 QoQ
Shares Held
839
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,477
of 1,839 holders
Holding Since
Dec 2025
3 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, 2026Daner Wealth Management, LLC holds $208,382 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
|
839 | $208,382 |
All Filings in CEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,382 | 839 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $246,019 | 881 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $363,514 | 1,029 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||