Caliber Wealth Management, LLC / KS
Position in CEG — Constellation Energy Corp
CIK 2067120
Overland Park, KS
Position in CEG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,600,744
+$79,949 QoQ
Shares Held
6,445
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#687
of 1,840 holders
Holding Since
Mar 2026
2 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, 2026Caliber Wealth Management, LLC / KS holds $2,014,133 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
6,445 | $1,600,744 | |
| 2 | VST |
Vistra Corp.
|
2,606 | $413,389 |
All Filings in CEG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,744 | 6,445 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,520,795 | 5,446 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||