Position in CEG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$411,335
-$108,678 QoQ
Shares Held
1,473
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Arista Wealth Management, LLC holds $318,053 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
2,005 | $318,053 |
All Filings in CEG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,335 | 1,473 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $520,013 | 1,472 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||