Holos Integrated Wealth LLC
Position in CEG — Constellation Energy Corp
CIK 2080096
KENNETT SQUARE, PA
Position in CEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$96,367
-$11,982 QoQ
Shares Held
388
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,567
of 1,840 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Holos Integrated Wealth LLC holds $96,367 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
|
388 | $96,367 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,367 | 388 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $108,349 | 388 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $52,283 | 148 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $61,207 | 186 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $63,906 | 198 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,922 | 198 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $44,294 | 198 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||