Position in CEG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$212,230
-$90,522 QoQ
Shares Held
760
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026KPP Advisory Services LLC holds $363,421 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
2,291 | $363,421 |
All Filings in CEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,230 | 760 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $302,752 | 857 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $251,738 | 765 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||