Position in CEG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$210,120
+$76,918 QoQ
Shares Held
846
+77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,474
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $815,505 across 4 Utilities - Independent Power Producers names. CEG ranks #2 (25.8% of the industry book) .
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,120 | 846 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $133,202 | 477 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $101,741 | 288 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $117,477 | 357 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $118,452 | 367 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $61,698 | 306 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $110,959 | 496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $118,308 | 455 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $195,263 | 975 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $30,130 | 163 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||