Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,150
+$909 QoQ
Shares Held
61
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,721
of 1,840 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $28,259 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (53.6% of the industry book) .
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,150 | 61 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,241 | 51 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $17,663 | 50 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $14,150 | 43 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $12,264 | 38 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $7,661 | 38 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $9,395 | 42 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $24,441 | 94 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $35,047 | 175 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $17,375 | 94 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $10,987 | 94 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $10,253 | 94 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $12,908 | 141 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $11,147 | 142 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $7,069 | 82 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $6,072 | 73 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,179 | 73 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $4,106 | 73 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||