Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$204,160
-$22,311 QoQ
Shares Held
822
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,485
of 1,840 holders
Holding Since
Sep 2024
6 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, 2026West Family Investments, Inc. holds $647,400 across 3 Utilities - Independent Power Producers names. CEG ranks #3 (31.5% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,160 | 822 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $226,471 | 811 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $319,356 | 904 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $384,353 | 1,168 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $295,002 | 914 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $216,336 | 832 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||