Position in CEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,467,369
+$857,767 QoQ
Shares Held
5,908
+170.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#711
of 1,840 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,576,995 across 5 Utilities - Independent Power Producers names. CEG ranks #4 (6.8% of the industry book) .
All Filings in CEG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,369 | 5,908 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $609,602 | 2,183 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||