Position in CEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$232,474
-$48,730 QoQ
Shares Held
936
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,410
of 1,840 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $232,474 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
|
936 | $232,474 |
All Filings in CEG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,474 | 936 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $281,204 | 1,007 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $335,959 | 951 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $242,853 | 738 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||