Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,894,813
+$2,290,254 QoQ
Shares Held
23,734
+83.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#386
of 1,840 holders
Holding Since
Jun 2022
17 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, 2026Wealthspire Advisors, LLC holds $9,152,398 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (64.4% of the industry book) .
All Filings in CEG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,894,813 | 23,734 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,604,559 | 12,908 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,968,496 | 16,895 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,447,710 | 13,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,202,012 | 13,019 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,663,532 | 13,210 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,892,794 | 12,931 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,419,263 | 13,150 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,444,095 | 12,204 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,934,640 | 10,466 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,175,679 | 10,058 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,078,910 | 9,891 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $872,471 | 9,530 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $750,774 | 9,564 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $956,758 | 11,098 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,146,857 | 13,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,986 | 4,034 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||