Position in CEG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$783,853
-$218,018 QoQ
Shares Held
2,807
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026SVB WEALTH LLC holds $277,073 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
|
1,897 | $277,073 |
All Filings in CEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $783,853 | 2,807 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,001,871 | 2,836 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $863,807 | 2,625 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $824,650 | 2,555 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $721,633 | 3,579 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $583,435 | 2,608 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $531,916 | 2,656 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $477,836 | 2,585 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $311,627 | 2,666 | Shares | Sole | 2024-01-30 | |
| 2022-12-31 | $262,853 | 3,049 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $256,973 | 3,089 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||