Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,725
-$12,192 QoQ
Shares Held
15
-73.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,796
of 1,840 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $173,941 across 4 Utilities - Independent Power Producers names. CEG ranks #4 (2.1% of the industry book) .
All Filings in CEG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,725 | 15 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,917 | 57 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,484 | 41 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,277 | 13 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,195 | 13 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,008 | 5 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||