Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$761,750
-$170,665 QoQ
Shares Held
3,067
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#896
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, 2026Frank, Rimerman Advisors LLC holds $7,252,832 across 3 Utilities - Independent Power Producers names. CEG ranks #3 (10.5% 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 | $761,750 | 3,067 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $932,415 | 3,339 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,107,501 | 3,135 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,018,471 | 3,095 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $953,110 | 2,953 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $391,363 | 1,941 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $430,865 | 1,926 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $465,175 | 1,789 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $584,387 | 2,918 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,663 | 9 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||