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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

CEG holding history

Constellation Energy Corp in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEG overviewAll 13F holders of CEGFull Q2 2026 holdings

Shares (Q2 2026)
2,950
Value
$732.7K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of CEG by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,950$732.7K<0.1%−604−17.0%ReducedHolders
Q1 20263,554$992.5K0.1%+1,834+106.6%AddedHolders
Q4 20251,720$607.6K<0.1%+43+2.6%AddedHolders
Q3 20251,677$551.8K<0.1%+616+58.1%AddedHolders
Q2 20251,061$342.4K<0.1%+1,061NewHolders