Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$381,247
-$130,059 QoQ
Shares Held
1,535
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,175
of 1,840 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $381,247 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
|
1,535 | $381,247 |
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,247 | 1,535 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $511,306 | 1,831 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $623,521 | 1,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $592,984 | 1,802 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $578,385 | 1,792 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $315,147 | 1,563 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $337,354 | 1,508 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $328,925 | 1,265 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||