Position in CEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,457
-$2,758 QoQ
Shares Held
26
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,771
of 1,839 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $24,504 across 4 Utilities - Independent Power Producers names. CEG ranks #2 (26.4% of the industry book) .
All Filings in CEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,457 | 26 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,215 | 33 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,945 | 14 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,277 | 13 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,195 | 13 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,032 | 20 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,474 | 20 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,160 | 16 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,404 | 17 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,848 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,285 | 11 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||