Position in CEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$414,777
-$80,054 QoQ
Shares Held
1,670
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,141
of 1,840 holders
Holding Since
Mar 2024
10 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, 2026PDS Planning, Inc holds $926,681 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (44.8% of the industry book) .
All Filings in CEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,777 | 1,670 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $494,831 | 1,772 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $621,048 | 1,758 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $616,677 | 1,874 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $613,889 | 1,902 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $371,805 | 1,844 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $376,727 | 1,684 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $433,193 | 1,666 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $330,445 | 1,650 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $318,681 | 1,724 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||