Position in CEG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$389,195
-$48,389 QoQ
Shares Held
1,567
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,170
of 1,840 holders
Holding Since
Mar 2025
5 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, 2026FORM Wealth Advisors, LLC holds $389,195 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
|
1,567 | $389,195 |
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,195 | 1,567 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $437,584 | 1,567 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $553,574 | 1,567 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $508,669 | 1,576 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $317,768 | 1,576 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||