Position in CEG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,135,299
-$105,408 QoQ
Shares Held
4,571
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#781
of 1,840 holders
Holding Since
Sep 2024
7 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, 2026Dynamic Advisor Solutions LLC holds $4,698,297 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (24.2% of the industry book) .
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,135,299 | 4,571 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,240,707 | 4,443 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,398,242 | 3,958 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,398,547 | 4,250 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $355,036 | 1,100 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $274,418 | 1,361 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $238,698 | 918 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||