Position in CEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$365,849
+$107,264 QoQ
Shares Held
1,473
+59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,197
of 1,840 holders
Holding Since
Jun 2025
5 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, 2026Lodestone Wealth Management LLC holds $452,943 across 4 Utilities - Independent Power Producers names. CEG ranks #1 (80.8% of the industry book) .
All Filings in CEG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,849 | 1,473 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $258,585 | 926 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $215,847 | 611 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $229,690 | 698 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $213,344 | 661 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||