Position in CEG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$741,136
+$202,184 QoQ
Shares Held
2,984
+54.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#913
of 1,840 holders
Holding Since
Sep 2022
15 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, 2026B. Riley Wealth Advisors, Inc. holds $1,655,734 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (44.8% of the industry book) .
All Filings in CEG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,136 | 2,984 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $538,952 | 1,930 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,369,981 | 3,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,114,889 | 3,388 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,100,288 | 3,409 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $957,926 | 4,282 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,014,598 | 3,902 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $957,090 | 4,779 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $717,033 | 3,879 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $422,089 | 3,611 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $423,121 | 3,879 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $327,108 | 3,573 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $277,419 | 3,534 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $326,822 | 3,791 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $252,731 | 3,038 | Shares | Other | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||