Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,107,666
-$635,663 QoQ
Shares Held
24,591
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#379
of 1,840 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026NewEdge Wealth, LLC holds $133,656,427 across 4 Utilities - Independent Power Producers names. CEG ranks #3 (4.6% of the industry book) .
All Filings in CEG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,107,666 | 24,591 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,743,329 | 24,148 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,428,454 | 18,197 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $620,296 | 1,885 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $373,433 | 1,157 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,099,488 | 5,453 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||