Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$365,352
-$60,504 QoQ
Shares Held
1,471
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,199
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $5,404,270 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (6.8% of the industry book) .
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,352 | 1,471 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $425,856 | 1,525 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $546,861 | 1,548 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $505,122 | 1,535 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $479,621 | 1,486 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $296,597 | 1,471 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $329,077 | 1,471 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $394,190 | 1,516 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $299,403 | 1,495 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $276,350 | 1,495 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||