Position in CEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$98,354
-$10,832 QoQ
Shares Held
396
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,565
of 1,840 holders
Holding Since
Mar 2022
18 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, 2026Capital Analysts, LLC holds $567,961 across 4 Utilities - Independent Power Producers names. CEG ranks #2 (17.3% of the industry book) .
All Filings in CEG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,354 | 396 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $109,186 | 391 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $137,067 | 388 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $127,678 | 388 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $104,251 | 323 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $64,924 | 322 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $72,034 | 322 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $87,365 | 336 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $67,289 | 336 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $59,151 | 320 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $37,404 | 320 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $31,200 | 319 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,112 | 318 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,631 | 334 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $28,707 | 333 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $35,771 | 430 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,586 | 377 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $21,205 | 377 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||