Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,202
-$2,571 QoQ
Shares Held
29
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,768
of 1,839 holders
Holding Since
Sep 2023
9 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, 2026Colonial Trust Co / SC holds $74,375 across 4 Utilities - Independent Power Producers names. CEG ranks #3 (9.7% of the industry book) .
All Filings in CEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,202 | 29 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,773 | 35 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,125 | 23 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,581 | 20 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,455 | 20 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,234 | 21 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $67,113 | 300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $61,624 | 237 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $4,363 | 40 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||