Position in CEG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$10,579,816
-$2,185,818 QoQ
Shares Held
42,597
-6.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#291
of 1,839 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,361,219 across 5 Utilities - Independent Power Producers names. CEG ranks #1 (29.9% 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 | $10,579,816 | 42,597 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $12,765,634 | 45,714 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,877,858 | 39,284 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,556,478 | 26,002 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,564,113 | 26,534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,789,402 | 28,713 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,334,348 | 28,315 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,527,022 | 25,102 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,714,355 | 23,540 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,646,720 | 19,728 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,349,372 | 20,099 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,175,600 | 19,945 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,848,211 | 20,188 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,516,855 | 19,323 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,814,375 | 21,046 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,888,579 | 22,702 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,403,041 | 24,503 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,520,437 | 27,030 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||