Position in CEG
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$263,272
-$205,030 QoQ
Shares Held
1,060
-36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,344
of 1,840 holders
Holding Since
Dec 2025
3 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, 2026ATX Financial Planning, LLC holds $263,272 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
|
1,060 | $263,272 |
All Filings in CEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,272 | 1,060 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $468,302 | 1,677 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $557,460 | 1,578 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||