Wealth Preservation Advisors, LLC
Position in CEG — Constellation Energy Corp
CIK 1968434
CHATTANOOGA, TN
Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$268,239
-$109,053 QoQ
Shares Held
1,080
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,337
of 1,839 holders
Holding Since
Mar 2025
5 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, 2026Wealth Preservation Advisors, LLC holds $268,239 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
|
1,080 | $268,239 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,239 | 1,080 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $377,292 | 1,068 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $351,446 | 1,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $344,707 | 1,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $214,937 | 1,066 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||