Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,778
+$32,941 QoQ
Shares Held
136
+4433.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,657
of 1,840 holders
Holding Since
Mar 2022
10 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $105,366 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (32.1% of the industry book) .
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,778 | 136 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $837 | 3 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,059 | 3 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $987 | 3 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $968 | 3 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $604 | 3 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $671 | 3 | Shares | Sole | 2025-01-24 | |
| 2023-12-31 | $350 | 3 | Shares | Sole | 2024-02-12 | |
| 2022-06-30 | $171 | 3 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $168 | 3 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||