Position in CEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,730,950
-$480,692 QoQ
Shares Held
19,048
+2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#427
of 1,840 holders
Holding Since
Jun 2022
16 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, 2026Independent Advisor Alliance holds $8,649,382 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (54.7% 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 | $4,730,950 | 19,048 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,211,642 | 18,663 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,034,665 | 19,913 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,904,832 | 17,944 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,076,691 | 15,729 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,278,620 | 11,301 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,701,984 | 7,608 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,276,697 | 4,910 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,003,952 | 5,013 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $759,178 | 4,107 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $497,834 | 4,259 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $508,312 | 4,660 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $513,870 | 5,613 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $462,993 | 5,898 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $496,394 | 5,967 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $329,703 | 5,758 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||