Position in CEG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$644,507
+$128,383 QoQ
Shares Held
2,308
+58.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 34%
None 66%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,280,734 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (50.3% of the industry book) .
All Filings in CEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $644,507 | 2,308 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $516,124 | 1,461 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $420,220 | 1,277 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $730,080 | 2,262 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $283,084 | 1,404 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $284,780 | 1,273 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $434,232 | 1,670 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||