Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$714,560
-$88,563 QoQ
Shares Held
2,877
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#932
of 1,840 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $714,560 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
|
2,877 | $714,560 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,560 | 2,877 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $803,123 | 2,876 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $953,122 | 2,698 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,013,206 | 3,079 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $993,455 | 3,078 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $543,594 | 2,696 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $603,122 | 2,696 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||