Position in CEG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$304,501
-$37,859 QoQ
Shares Held
1,226
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.37%
of 13F equity value
Holder Rank
#1,281
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026Delta Wealth Advisors LLC holds $304,501 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
|
1,226 | $304,501 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,501 | 1,226 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $342,360 | 1,226 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $433,109 | 1,226 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $403,439 | 1,226 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $395,703 | 1,226 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $247,198 | 1,226 | Shares | Sole | 2025-10-10 | |
| 2024-12-31 | $274,268 | 1,226 | Shares | Sole | 2025-10-10 | |
| 2024-09-30 | $318,784 | 1,226 | Shares | Sole | 2025-10-10 | |
| 2024-06-30 | $245,531 | 1,226 | Shares | Sole | 2025-10-10 | |
| 2024-03-31 | $226,626 | 1,226 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||