Position in CEG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$724,992
-$225,575 QoQ
Shares Held
2,919
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#924
of 1,840 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026SteelPeak Wealth, LLC holds $1,883,248 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (38.5% 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 | $724,992 | 2,919 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $950,567 | 3,404 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $280,143 | 793 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $357,040 | 1,085 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,771,540 | 8,587 | Shares | Sole | 2025-07-23 | |
| 2024-09-30 | $575,944 | 2,215 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $336,653 | 1,681 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $310,356 | 3,600 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $391,408 | 4,705 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||