Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$535,982
+$39,476 QoQ
Shares Held
2,158
+21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,032
of 1,840 holders
Holding Since
Mar 2024
7 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, 2026Simplicity Wealth,LLC holds $3,154,697 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (17.0% 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 | $535,982 | 2,158 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $496,506 | 1,778 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $540,856 | 1,531 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $445,889 | 1,355 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $827,556 | 2,564 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $1,604,763 | 8,013 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,398,205 | 7,564 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||