Position in CEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,256,467
-$680,621 QoQ
Shares Held
37,269
+4.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#316
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, 2026AE Wealth Management LLC holds $18,044,346 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (51.3% 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 | $9,256,467 | 37,269 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $9,937,088 | 35,585 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $11,616,552 | 32,883 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $8,044,761 | 24,447 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $7,728,157 | 23,944 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,527,798 | 22,456 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,588,782 | 7,102 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,568,955 | 6,034 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,516,240 | 7,571 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,238,122 | 6,698 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,964,920 | 16,810 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,643,072 | 15,063 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,281,516 | 13,998 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,033,228 | 25,901 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,205,251 | 25,580 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $966,584 | 11,619 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $650,931 | 11,368 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||