KINGSWOOD WEALTH ADVISORS, LLC
Position in CEG — Constellation Energy Corp
CIK 1987855
SAN DIEGO, CA
Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,454,206
-$191,135 QoQ
Shares Held
5,855
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#715
of 1,840 holders
Holding Since
Jun 2024
9 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,043,710 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (36.0% of the industry book) .
All Filings in CEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,206 | 5,855 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,645,341 | 5,892 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,376,339 | 3,896 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,219,862 | 3,707 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $841,758 | 2,608 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $651,264 | 3,230 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $588,133 | 2,629 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $985,215 | 3,789 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $635,456 | 3,173 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||