Position in CEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,789,754
-$154,943 QoQ
Shares Held
7,206
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#661
of 1,840 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Kassira Wealth Management LLC holds $1,789,754 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
|
7,206 | $1,789,754 |
All Filings in CEG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,789,754 | 7,206 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,944,697 | 6,964 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,135,163 | 6,044 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,045,828 | 6,217 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||