Position in CEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$239,925
-$29,830 QoQ
Shares Held
966
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,399
of 1,839 holders
Holding Since
Dec 2024
6 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, 20264WEALTH ADVISORS, INC. holds $239,925 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
|
966 | $239,925 |
All Filings in CEG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,925 | 966 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $269,755 | 966 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $341,258 | 966 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $317,881 | 966 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $311,786 | 966 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $362,186 | 1,619 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||