Position in CEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,075,193
+$134,959 QoQ
Shares Held
4,329
+28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#793
of 1,839 holders
Holding Since
Sep 2025
4 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, 2026BIP Wealth, LLC holds $2,161,715 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (49.7% of the industry book) .
All Filings in CEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,193 | 4,329 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $940,234 | 3,367 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,346,665 | 3,812 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $260,294 | 791 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||