Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,973
-$6,638 QoQ
Shares Held
16
-57.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,791
of 1,840 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $57,140 across 4 Utilities - Independent Power Producers names. CEG ranks #4 (7.0% of the industry book) .
All Filings in CEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,973 | 16 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,611 | 38 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $46,798 | 145 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $4,837 | 189 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $16,330 | 73 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||