Position in CEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,676,310
-$509,641 QoQ
Shares Held
18,828
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#430
of 1,840 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $6,729,886 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (69.5% of the industry book) .
All Filings in CEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,676,310 | 18,828 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,185,951 | 18,571 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,585,306 | 18,641 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,441,830 | 16,537 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,145,117 | 15,941 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,672,000 | 13,252 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,778,718 | 7,951 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,850,822 | 7,118 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $269,763 | 1,347 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||