Position in CEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,911,576
-$199,260 QoQ
Shares Held
15,749
+7.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#466
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026Merit Financial Group, LLC holds $10,403,778 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (37.6% 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 | $3,911,576 | 15,749 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,110,836 | 14,721 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $4,928,465 | 13,951 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,293,988 | 10,010 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,910,326 | 9,017 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,590,860 | 7,890 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,387,225 | 6,201 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $423,832 | 1,630 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $299,603 | 1,496 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $203,889 | 1,103 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||