Position in CEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,151,815
-$127,417 QoQ
Shares Held
12,690
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#514
of 1,840 holders
Holding Since
Dec 2024
7 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, 2026Stiles Financial Services Inc holds $4,286,420 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (73.5% of the industry book) .
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,151,815 | 12,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,279,232 | 11,743 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,812,489 | 10,792 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,266,348 | 9,926 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,855,780 | 8,848 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,483,190 | 7,356 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,019,222 | 4,556 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||