Position in CEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$251,102
-$35,687 QoQ
Shares Held
1,011
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#1,366
of 1,839 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, 2026HFM Investment Advisors, LLC holds $259,624 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (96.7% 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 | $251,102 | 1,011 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $286,789 | 1,027 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $362,808 | 1,027 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $331,044 | 1,006 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $325,019 | 1,007 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $185,499 | 920 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||