Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$189,257
-$219,843 QoQ
Shares Held
762
-48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,501
of 1,840 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Bare Financial Services, Inc holds $195,157 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (97.0% of the industry book) .
All Filings in CEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,257 | 762 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $409,100 | 1,465 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $541,208 | 1,532 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $699,272 | 2,125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $600,655 | 1,861 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $218,767 | 1,085 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $242,277 | 1,083 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $122,729 | 472 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $94,527 | 472 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $87,249 | 472 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $134,189 | 1,148 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||