Modern Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 2001900
KANSAS CITY, MO
Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,721,450
+$121,351 QoQ
Shares Held
6,931
+21.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#671
of 1,839 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,350,582 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (73.2% 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 | $1,721,450 | 6,931 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,600,099 | 5,730 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,007,631 | 5,683 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,667,066 | 5,066 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,607,988 | 4,982 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $960,967 | 4,766 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $882,981 | 3,947 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $706,213 | 2,716 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $545,734 | 2,725 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||