Position in CEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,766,904
+$62,642 QoQ
Shares Held
7,114
+16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#664
of 1,839 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $4,358,964 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (40.5% of the industry book) .
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,904 | 7,114 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,704,262 | 6,103 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,810,508 | 5,125 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,648,311 | 5,009 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,510,516 | 4,680 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $873,662 | 4,333 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $960,387 | 4,293 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,110,025 | 4,269 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $694,536 | 3,468 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $630,153 | 3,409 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||