Position in CEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,992,920
-$40,298 QoQ
Shares Held
8,024
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#638
of 1,840 holders
Holding Since
Jun 2022
17 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, 2026Spire Wealth Management holds $3,818,388 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (52.2% 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 | $1,992,920 | 8,024 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,033,218 | 7,281 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,897,734 | 13,864 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,402,999 | 16,419 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,270,615 | 7,035 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,443,469 | 7,159 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,384,541 | 6,189 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,760,855 | 6,772 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $634,655 | 3,169 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $554,734 | 3,001 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $413,907 | 3,541 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $240,739 | 2,207 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $202,142 | 2,208 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $184,161 | 2,346 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $133,797 | 1,552 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $111,890 | 1,345 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $137,538 | 2,402 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||