Position in CEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,126,109
-$65,450 QoQ
Shares Held
4,534
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#785
of 1,840 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Compound Planning, Inc. holds $4,783,973 across 5 Utilities - Independent Power Producers names. CEG ranks #2 (23.5% of the industry book) .
All Filings in CEG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,109 | 4,534 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,191,559 | 4,267 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,604,551 | 4,542 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,119,167 | 3,401 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,440,477 | 4,463 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $481,895 | 2,390 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $637,797 | 2,851 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $403,551 | 1,552 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $863,964 | 4,314 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $765,648 | 4,142 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $445,117 | 3,808 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $232,231 | 2,129 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||