Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$490,282
-$206,013 QoQ
Shares Held
1,974
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,072
of 1,840 holders
Holding Since
Dec 2025
2 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, 2026ORBA Wealth Advisors, L.L.C. holds $490,282 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
|
1,974 | $490,282 |
All Filings in CEG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,282 | 1,974 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $696,295 | 1,971 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||