Position in CEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$947,034
-$137,293 QoQ
Shares Held
3,813
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#828
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, 2026AVISO WEALTH MANAGEMENT holds $947,034 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
|
3,813 | $947,034 |
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,034 | 3,813 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,084,327 | 3,883 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,372,453 | 3,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,416,975 | 4,306 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,413,688 | 4,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $794,018 | 3,938 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $937,121 | 4,189 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,115,225 | 4,289 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $826,914 | 4,129 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $458,797 | 2,482 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $255,755 | 2,188 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||