Position in CEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$361,626
+$136,272 QoQ
Shares Held
1,456
+80.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,203
of 1,840 holders
Holding Since
Mar 2022
18 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,083,458 across 5 Utilities - Independent Power Producers names. CEG ranks #2 (33.4% of the industry book) .
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,626 | 1,456 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $225,354 | 807 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $299,572 | 848 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $204,352 | 621 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $188,491 | 584 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $249,819 | 1,239 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $283,216 | 1,266 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $316,964 | 1,219 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $246,131 | 1,229 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $224,038 | 1,212 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $145,761 | 1,247 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $115,079 | 1,055 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $118,191 | 1,291 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $96,947 | 1,235 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $88,192 | 1,023 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $89,179 | 1,072 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $62,871 | 1,098 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $34,200 | 608 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||