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FORM Wealth Advisors, LLC

SEC CIK
0002053294
Latest filing
Jul 10, 2026

CEG holding history

Constellation Energy Corp in every 13F filed by FORM Wealth Advisors, 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)
1,567
Value
$389.2K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of CEG by FORM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,567$389.2K<0.1%00.0%UnchangedHolders
Q1 20261,567$437.6K0.1%00.0%UnchangedHolders
Q4 20251,567$553.6K0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20251,576$508.7K0.1%00.0%UnchangedHolders
Q1 20251,576$317.8K<0.1%–No prior filingHolders