Beaumont Financial Advisors, LLC
Position in CEG — Constellation Energy Corp
CIK 1957394
NEEDHAM, MA
Position in CEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$372,058
-$51,843 QoQ
Shares Held
1,498
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,186
of 1,839 holders
Holding Since
Mar 2024
10 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, 2026Beaumont Financial Advisors, LLC holds $372,058 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
|
1,498 | $372,058 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,058 | 1,498 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $423,901 | 1,518 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $527,078 | 1,492 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $485,707 | 1,476 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $488,658 | 1,514 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $301,436 | 1,495 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $331,314 | 1,481 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $390,290 | 1,501 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $299,403 | 1,495 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $270,805 | 1,465 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||