Position in CEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,941
-$17,308 QoQ
Shares Held
36
-61.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,757
of 1,840 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $34,570 across 6 Utilities - Independent Power Producers names. CEG ranks #2 (25.9% 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 | $8,941 | 36 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $26,249 | 94 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,244 | 29 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,530 | 32 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,714 | 27 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,629 | 18 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,936 | 107 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,782 | 103 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,403 | 12 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,663 | 9 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $584 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $545 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $457 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $392 | 5 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $431 | 5 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||