Investment Planning Advisors, Inc.
Position in CEG — Constellation Energy Corp
CIK 2024049
CUMMING, GA
Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$333,312
New position
Shares Held
1,342
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,236
of 1,840 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Investment Planning Advisors, Inc. holds $333,312 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
|
1,342 | $333,312 |
All Filings in CEG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,312 | 1,342 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||