Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,973,547
-$565,952 QoQ
Shares Held
7,946
-12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#646
of 1,846 holders
Holding Since
Mar 2024
10 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, 2026Arkadios Wealth Advisors holds $4,769,532 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (41.4% 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 | $1,973,547 | 7,946 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,539,499 | 9,094 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,214,864 | 11,931 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,055,041 | 6,245 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,367,210 | 4,236 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $782,928 | 3,883 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,942,217 | 17,622 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $571,783 | 2,199 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $282,180 | 1,409 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $278,014 | 1,504 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||