Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,027,381
-$483,629 QoQ
Shares Held
12,189
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#529
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Waverly Advisors, LLC holds $5,410,154 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (56.0% of the industry book) .
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,027,381 | 12,189 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,511,010 | 12,573 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,180,136 | 9,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,695,412 | 8,191 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,463,627 | 7,633 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,386,811 | 6,878 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $944,727 | 4,223 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $739,236 | 2,843 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $582,384 | 2,908 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $487,633 | 2,638 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||