Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$206,892
+$2,481 QoQ
Shares Held
833
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,480
of 1,840 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $230,686 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
833 | $206,892 | |
| 2 | VST |
Vistra Corp.
|
150 | $23,794 |
All Filings in CEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,892 | 833 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $204,411 | 732 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $152,259 | 431 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $141,829 | 431 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $106,510 | 330 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $56,456 | 280 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,371 | 100 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||