Position in CEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$78,484
-$9,759 QoQ
Shares Held
316
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,582
of 1,840 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $200,801 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (39.1% of the industry book) .
All Filings in CEG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,484 | 316 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $88,243 | 316 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $111,633 | 316 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $103,986 | 316 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $101,992 | 316 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $63,513 | 315 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $70,468 | 315 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $67,085 | 258 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $51,669 | 258 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $57,858 | 313 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $36,703 | 314 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $34,142 | 313 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $60,606 | 662 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $51,810 | 660 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $71,037 | 824 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $25,788 | 310 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $17,750 | 310 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||