Position in CEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,998,074
+$328,724 QoQ
Shares Held
12,071
+26.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#532
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, 2026IFP Advisors, Inc holds $15,132,483 across 6 Utilities - Independent Power Producers names. CEG ranks #2 (19.8% 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 | $2,998,074 | 12,071 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,669,350 | 9,559 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,812,735 | 7,962 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,076,431 | 6,310 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,191,952 | 3,693 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $879,913 | 4,364 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $537,575 | 2,403 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $633,148 | 2,435 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $760,825 | 3,799 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $502,976 | 2,721 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $282,172 | 2,414 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $253,174 | 2,321 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $506,271 | 5,530 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $427,825 | 5,450 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $341 | 7,936 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $585,657 | 7,040 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $333,539 | 5,825 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $187,481 | 3,333 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||