Position in CEG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$201,618
-$60,861 QoQ
Shares Held
722
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
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, 2026Triad Wealth Partners, LLC holds $1,054,554 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
|
20,152 | $1,054,554 |
All Filings in CEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,618 | 722 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $262,479 | 743 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $3,404 | 17 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||