Position in CEG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$503,208
+$390 QoQ
Shares Held
1,802
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $503,208 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
|
1,802 | $503,208 |
All Filings in CEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,208 | 1,802 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $502,818 | 1,528 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $342,448 | 1,061 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||