Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$120,459
-$5,762 QoQ
Shares Held
485
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,541
of 1,840 holders
Holding Since
Jun 2022
12 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, 2026Crewe Advisors LLC holds $144,313 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (83.5% of the industry book) .
All Filings in CEG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,459 | 485 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $126,221 | 452 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $160,031 | 453 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $148,739 | 452 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $136,850 | 424 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $103,637 | 514 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $780 | 3 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,802 | 9 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,621 | 25 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $1,465 | 17 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $16,638 | 200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,668 | 99 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||