ELEVATION WEALTH PARTNERS, LLC
Position in CEG — Constellation Energy Corp
CIK 1976256
WALNUT CREEK, CA
Position in CEG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,457
-$6,260 QoQ
Shares Held
26
-27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,776
of 1,840 holders
Holding Since
Sep 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $47,523 across 4 Utilities - Independent Power Producers names. CEG ranks #2 (13.6% of the industry book) .
All Filings in CEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,457 | 26 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $12,717 | 36 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,239 | 22 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||