Position in CEG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$89,918
-$15,709 QoQ
Shares Held
322
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $138,951 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (64.7% of the industry book) .
All Filings in CEG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,918 | 322 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $105,627 | 299 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $98,391 | 299 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $96,505 | 299 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $60,287 | 299 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $59,506 | 266 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||