Position in CEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$337,286
+$88,195 QoQ
Shares Held
1,358
+52.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,233
of 1,839 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $337,286 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
|
1,358 | $337,286 |
All Filings in CEG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,286 | 1,358 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $249,091 | 892 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||