UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in CEG — Constellation Energy Corp
CIK 2011649
PITTSBURGH, PA
Position in CEG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$179,557
-$45,526 QoQ
Shares Held
643
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $250,000 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
1,576 | $250,000 |
All Filings in CEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,557 | 643 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $225,083 | 684 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $220,767 | 684 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||