Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,183,917
+$218,835 QoQ
Shares Held
8,793
+25.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#614
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, 2026Clearstead Advisors, LLC holds $3,357,915 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (65.0% 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 | $2,183,917 | 8,793 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,965,082 | 7,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,720,885 | 7,702 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,358,115 | 7,166 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,326,776 | 7,209 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,419,475 | 7,040 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,653,216 | 7,390 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,835,221 | 7,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,407,497 | 7,028 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $956,968 | 5,177 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $390,880 | 3,344 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $171,910 | 1,576 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $122,951 | 1,343 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $78,735 | 1,003 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $56,295 | 653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,702 | 333 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $37,390 | 653 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,675 | 652 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||