Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$337,534
-$20,743 QoQ
Shares Held
1,359
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,233
of 1,840 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $512,456 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (65.9% of the industry book) .
All Filings in CEG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,534 | 1,359 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $358,277 | 1,283 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $281,909 | 798 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $254,700 | 774 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $246,588 | 764 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $147,996 | 734 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||