Position in CEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$220,800
-$26,057 QoQ
Shares Held
889
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,441
of 1,839 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 5%
Shared 19%
None 76%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026GeoWealth Management, LLC holds $909,584 across 3 Utilities - Independent Power Producers names. CEG ranks #3 (24.3% 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 | $220,800 | 889 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $246,857 | 884 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $357,155 | 1,011 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $384,682 | 1,169 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $387,634 | 1,201 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $252,440 | 1,252 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $422,364 | 1,888 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $621,707 | 2,391 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $478,244 | 2,388 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $227,180 | 1,229 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||