Position in CEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$265,507
-$48,928 QoQ
Shares Held
1,069
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,340
of 1,840 holders
Holding Since
Sep 2024
8 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, 2026Quotient Wealth Partners, LLC holds $265,507 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
|
1,069 | $265,507 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,507 | 1,069 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $314,435 | 1,126 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $424,983 | 1,203 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $454,116 | 1,380 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $370,851 | 1,149 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $227,640 | 1,129 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $261,740 | 1,170 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $231,417 | 890 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||