United Financial Planning Group LLC

Position in CEG — Constellation Energy Corp

CIK 2088337 HAUPPAUGE, NY

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Position in CEG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$251,102

+$243,842 QoQ

Shares Held

1,011

+3788.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,366

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, 2026

United Financial Planning Group LLC holds $279,221 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (89.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp This page	1,011	$251,102
2	NRG	Nrg Energy, Inc.	148	$21,616
3	VST	Vistra Corp.	41	$6,503

All Filings in CEG

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,102	1,011	+3788.5%	Shares	Sole	2026-08-06
2026-03-31	$7,260	26	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.