Position in CEG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,215
-$9,585 QoQ
Shares Held
21
-60.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,785
of 1,840 holders
Holding Since
Dec 2023
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, 2026Dogwood Wealth Management LLC holds $23,609 across 4 Utilities - Independent Power Producers names. CEG ranks #2 (22.1% 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 | $5,215 | 21 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $14,800 | 53 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,136 | 57 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,795 | 48 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,233 | 41 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $403 | 2 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $8 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $6 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||