Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$353,182
-$15,148 QoQ
Shares Held
1,422
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,215
of 1,840 holders
Holding Since
Sep 2024
7 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, 2026SWEENEY & MICHEL, LLC holds $353,182 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
|
1,422 | $353,182 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,182 | 1,422 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $368,330 | 1,319 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $458,191 | 1,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $398,832 | 1,212 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $374,078 | 1,159 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $276,636 | 1,372 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $425,392 | 1,636 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||