Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$84,942
+$84,384 QoQ
Shares Held
342
+17000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,577
of 1,840 holders
Holding Since
Jun 2025
5 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, 2026IMA Advisory Services, Inc. holds $125,052 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (67.9% of the industry book) .
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,942 | 342 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $558 | 2 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $706 | 2 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $658 | 2 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $645 | 2 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||