Position in CEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$635,330
-$87,089 QoQ
Shares Held
2,558
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#980
of 1,839 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,854,422 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (34.3% of the industry book) .
All Filings in CEG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,330 | 2,558 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $722,419 | 2,587 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $970,079 | 2,746 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $807,537 | 2,454 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $765,263 | 2,371 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $452,659 | 2,245 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $510,953 | 2,284 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $639,129 | 2,458 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $621,437 | 3,103 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $520,167 | 2,814 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $326,006 | 2,789 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $302,915 | 2,777 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $251,670 | 2,749 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $310,467 | 3,955 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $232,077 | 2,692 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $227,441 | 2,734 | Shares | Defined | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||