Position in CEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$102,825
-$13,901 QoQ
Shares Held
414
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,557
of 1,840 holders
Holding Since
Mar 2022
18 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, 2026VALLEY NATIONAL ADVISERS INC holds $117,668 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (87.4% of the industry book) .
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,825 | 414 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $116,726 | 418 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $147,313 | 417 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $38,501 | 117 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $37,762 | 117 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,888 | 54 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,856 | 53 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,781 | 53 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $229,309 | 1,145 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $213,686 | 1,156 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $131,501 | 1,125 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $118,679 | 1,088 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $93,564 | 1,022 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $80,227 | 1,022 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $88,106 | 1,022 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $91,425 | 1,099 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $63,272 | 1,105 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $62,156 | 1,105 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||