Position in CEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,046,258
-$220,967 QoQ
Shares Held
12,265
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#528
of 1,840 holders
Holding Since
Dec 2022
15 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, 2026HB Wealth Management, LLC holds $5,887,948 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (51.7% of the industry book) .
All Filings in CEG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,046,258 | 12,265 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,267,225 | 11,700 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,600,527 | 10,192 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,195,598 | 9,711 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,592,085 | 8,031 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,540,856 | 7,642 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,410,491 | 6,305 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,462,092 | 5,623 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,094,876 | 5,467 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $885,801 | 4,792 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $509,406 | 4,358 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $486,714 | 4,462 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $316,579 | 3,458 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $247,275 | 3,150 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $285,872 | 3,316 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||