Private Wealth Management Group, LLC
Position in CEG — Constellation Energy Corp
CIK 2011342
PRINCETON, NJ
Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$45,451
-$2,859 QoQ
Shares Held
183
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,640
of 1,840 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $158,994 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (28.6% of the industry book) .
All Filings in CEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,451 | 183 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $48,310 | 173 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $61,115 | 173 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $56,929 | 173 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $55,837 | 173 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $36,495 | 181 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $40,491 | 181 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $47,063 | 181 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $36,248 | 181 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,457 | 181 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,157 | 181 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||