PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in CEG — Constellation Energy Corp
CIK 2145782
WALTHAM, MA
Position in CEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$184,787
-$32,748 QoQ
Shares Held
744
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,507
of 1,840 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $184,787 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
|
744 | $184,787 |
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,787 | 744 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $217,535 | 779 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $275,197 | 779 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $252,067 | 766 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $260,790 | 808 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $159,086 | 789 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $50,558 | 226 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||