Position in CEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$527,786
+$51,944 QoQ
Shares Held
2,125
+24.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,037
of 1,839 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $1,257,299 across 3 Utilities - Independent Power Producers names. CEG ranks #2 (42.0% of the industry book) .
All Filings in CEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,786 | 2,125 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $475,842 | 1,704 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $749,285 | 2,121 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $662,088 | 2,012 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $722,659 | 2,239 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $327,043 | 1,622 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $116,329 | 520 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||