Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$186,277
-$23,160 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,505
of 1,839 holders
Holding Since
Mar 2022
18 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, 2026Financial Perspectives, Inc holds $187,387 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
750 | $186,277 | |
| 2 | VST |
Vistra Corp.
|
7 | $1,110 |
All Filings in CEG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,277 | 750 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $209,437 | 750 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $264,952 | 750 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $246,802 | 750 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $51,641 | 160 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $32,260 | 160 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $35,793 | 160 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $41,603 | 160 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $32,043 | 160 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $29,576 | 160 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $18,702 | 160 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,452 | 160 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $14,648 | 160 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $12,560 | 160 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $13,793 | 160 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $13,310 | 160 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $9,161 | 160 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $9,000 | 160 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||