Mowery & Schoenfeld Wealth Management, LLC
Position in CEG — Constellation Energy Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,003
-$28,348 QoQ
Shares Held
918
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,420
of 1,840 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $233,261 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
918 | $228,003 | |
| 2 | NRG |
Nrg Energy, Inc.
|
36 | $5,258 |
All Filings in CEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,003 | 918 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $256,351 | 918 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $325,714 | 922 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $34,552 | 105 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $38,408 | 119 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,993 | 119 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $25,502 | 114 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||