LiftPoint Family Wealth Advisors LLC
Position in CEG — Constellation Energy Corp
CIK 2110810
FAR HILLS, NJ
Position in CEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$247,128
-$1,683 QoQ
Shares Held
995
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,382
of 1,840 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, 2026LiftPoint Family Wealth Advisors LLC holds $247,128 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
|
995 | $247,128 |
All Filings in CEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,128 | 995 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $248,811 | 891 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $315,116 | 892 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||