Position in TAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,562,576
New position
Shares Held
500,960
first reported quarter
Ownership
0.158%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Capital Wealth Planning, LLC holds $330,828 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,332 | $330,828 |
All Filings in TAC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,562,576 | 500,960 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||