Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,402,048
+$532,743 QoQ
Shares Held
5,645
+81.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#724
of 1,840 holders
Holding Since
Sep 2024
8 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, 2026Phoenix Financial Ltd. holds $126,888,318 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (1.1% of the industry book) .
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,048 | 5,645 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $869,305 | 3,113 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,278,484 | 3,619 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,146,983 | 15,641 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,671,627 | 14,474 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $250,021 | 1,240 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $564,420 | 2,523 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $219,196 | 843 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||