Position in CEG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$259,702
-$69,545 QoQ
Shares Held
930
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wealth Management Partners, LLC holds $912,059 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
|
17,429 | $912,059 |
All Filings in CEG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,702 | 930 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $329,247 | 932 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $315,249 | 958 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $355,358 | 1,101 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $270,789 | 1,343 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||