Position in CEG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$545,172
-$56,332 QoQ
Shares Held
2,195
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,029
of 1,840 holders
Holding Since
Jun 2022
14 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, 2026CX Institutional holds $16,049,400 across 4 Utilities - Independent Power Producers names. CEG ranks #4 (3.4% of the industry book) .
All Filings in CEG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,172 | 2,195 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $601,504 | 2,154 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $752,818 | 2,131 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $704,867 | 2,142 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $699,098 | 2,166 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $388,137 | 1,925 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $471,804 | 2,109 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $516,399 | 1,986 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $432,983 | 2,162 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $387,815 | 2,098 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $252,482 | 2,160 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $262,010 | 2,402 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $222,649 | 2,432 | Shares | Sole | 2023-07-26 | |
| 2022-06-30 | $49,587 | 866 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||