Position in CEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$605,277
+$75,261 QoQ
Shares Held
2,437
+28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,002
of 1,839 holders
Holding Since
Jun 2025
5 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, 2026IAMS WEALTH MANAGEMENT, LLC holds $605,277 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
|
2,437 | $605,277 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,277 | 2,437 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $530,016 | 1,898 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $365,987 | 1,036 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $284,645 | 865 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $235,292 | 729 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||