Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$335,796
-$50,406 QoQ
Shares Held
1,352
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,235
of 1,839 holders
Holding Since
Dec 2025
3 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, 2026TRED AVON FAMILY WEALTH, LLC holds $573,741 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
1,352 | $335,796 | |
| 2 | VST |
Vistra Corp.
|
1,500 | $237,945 |
All Filings in CEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,796 | 1,352 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $386,202 | 1,383 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $398,841 | 1,129 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||