Synergy Investment Management, LLC
Position in CEG — Constellation Energy Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,588
+$15,374 QoQ
Shares Held
99
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,688
of 1,840 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $134,115 across 4 Utilities - Independent Power Producers names. CEG ranks #3 (18.3% of the industry book) .
All Filings in CEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,588 | 99 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,214 | 33 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,040 | 25 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,816 | 26 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||