Position in CEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,309,344
-$544,870 QoQ
Shares Held
9,298
-9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#599
of 1,839 holders
Holding Since
Sep 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, 2026IHT Wealth Management, LLC holds $5,696,132 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (40.5% 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 | $2,309,344 | 9,298 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,854,214 | 10,221 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,790,233 | 10,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,890,550 | 8,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,163,693 | 9,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,980,208 | 9,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,154,998 | 9,633 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,554,213 | 13,669 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,638,609 | 8,182 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,707,089 | 9,235 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $547,746 | 4,686 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $442,210 | 4,054 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $364,826 | 3,985 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $346,734 | 4,417 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $313,976 | 3,642 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $341,079 | 4,100 | Shares | Sole | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||