INDEPENDENT FINANCIAL GROUP, LLC
Position in CEG — Constellation Energy Corp
CIK 275484
SAN DIEGO, CA
Position in CEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,473,082
-$1,620,728 QoQ
Shares Held
5,931
-46.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#710
of 1,839 holders
Holding Since
Sep 2023
11 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $4,055,824 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (36.3% of the industry book) .
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,082 | 5,931 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,093,810 | 11,079 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,830,260 | 13,673 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,534,168 | 7,701 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,914,935 | 5,933 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $637,150 | 3,160 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $940,476 | 4,204 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $934,251 | 3,593 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $666,498 | 3,328 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $396,872 | 2,147 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $211,615 | 1,940 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||