Position in CEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$252,095
-$47,819 QoQ
Shares Held
1,015
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,365
of 1,840 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $1,120,911 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
5,477 | $868,816 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
1,015 | $252,095 |
All Filings in CEG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,095 | 1,015 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $299,914 | 1,074 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $599,499 | 1,697 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,887,874 | 5,737 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $693,611 | 2,149 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||