Diversify Advisory Services, LLC

Position in CEG — Constellation Energy Corp

CIK 2021232 SANDY, UT

Position in CEG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,467,369

+$537,210 QoQ

Shares Held

5,908

+124.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#712

of 1,840 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $21,576,995 across 5 Utilities - Independent Power Producers names. CEG ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	35,231	$13,537,864
2	VST	Vistra Corp.	28,656	$4,545,701
3	NRG	Nrg Energy, Inc.	11,907	$1,739,136
4	CEG	Constellation Energy Corp This page	5,908	$1,467,369
5	OKLO	Oklo Inc.	5,483	$286,925

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,467,369	5,908	+124.4%	Shares	Sole	2026-08-10
2025-12-31	$930,159	2,633	-4.9%	Shares	Sole	2026-01-23
2025-09-30	$911,523	2,770	+12.5%	Shares	Sole	2025-11-13
2025-06-30	$794,957	2,463	+121.1%	Shares	Sole	2025-08-14
2025-03-31	$224,615	1,114	-55.7%	Shares	Sole	2025-05-05
2024-12-31	$562,406	2,514	+58.8%	Shares	Sole	2025-01-16
2024-09-30	$411,611	1,583	—	Shares	Sole	2024-10-25
No filing history on record for this holder in this stock.