Position in CEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$771,188
-$78,290 QoQ
Shares Held
3,105
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#894
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $771,188 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
|
3,105 | $771,188 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,188 | 3,105 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $849,478 | 3,042 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,049,918 | 2,972 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $934,887 | 2,841 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $972,475 | 3,013 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $574,040 | 2,847 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $695,066 | 3,107 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $807,882 | 3,107 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $505,681 | 2,525 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $529,595 | 2,865 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||