Position in CEG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$69,812
+$3,969 QoQ
Shares Held
250
+22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $279,704 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
|
1,915 | $279,704 |
All Filings in CEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,812 | 250 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $65,843 | 204 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $32,865 | 163 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $152,806 | 763 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||