Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$823,843
-$104,384 QoQ
Shares Held
3,317
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#873
of 1,840 holders
Holding Since
Mar 2022
18 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, 2026Key Financial Inc holds $877,068 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (93.9% of the industry book) .
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,843 | 3,317 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $928,227 | 3,324 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,407,780 | 3,985 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $966,807 | 2,938 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $948,268 | 2,938 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $592,388 | 2,938 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $657,259 | 2,938 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $729,876 | 2,807 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $576,577 | 2,879 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $379,866 | 2,055 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $240,208 | 2,055 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $224,159 | 2,055 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $188,135 | 2,055 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $157,078 | 2,001 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $172,506 | 2,001 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $166,463 | 2,001 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $112,630 | 1,967 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $112,612 | 2,002 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||