Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$49,674
-$33,344 QoQ
Shares Held
200
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,631
of 1,840 holders
Holding Since
Jun 2022
15 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, 2026Concord Wealth Partners holds $65,460 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (75.9% of the industry book) .
All Filings in CEG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,674 | 200 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $83,018 | 235 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $77,331 | 235 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $75,525 | 234 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,326 | 200 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $44,742 | 200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $78,006 | 300 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $40,054 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $36,970 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $23,378 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $21,816 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $18,310 | 200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,700 | 200 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $19,311 | 224 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $34,928 | 610 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||