Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$522,322
-$188,927 QoQ
Shares Held
2,103
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,043
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026PLANNING DIRECTIONS INC holds $522,322 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
|
2,103 | $522,322 |
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,322 | 2,103 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $711,249 | 2,547 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $802,982 | 2,273 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $515,323 | 1,566 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $487,690 | 1,511 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $304,662 | 1,511 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $329,524 | 1,473 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $383,009 | 1,473 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $294,997 | 1,473 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $265,074 | 1,434 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||