Position in CIG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$146,928
+$37,251 QoQ
Shares Held
69,966
+52.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#97
of 208 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $13,635,525 across 13 Utilities - Regulated Electric names. CIG ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,877 | $3,655,250 | |
| 2 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 3 | ED |
Consolidated Edison Inc
|
11,312 | $1,251,446 | |
| 4 | SO |
Southern Co
|
10,153 | $971,743 | |
| 5 | AEE |
Ameren Corp
|
8,088 | $914,267 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,378 | $872,574 | |
| 7 | LNT |
Alliant Energy Corp
|
7,527 | $574,234 | |
| 8 | ES |
Eversource Energy
|
6,690 | $483,486 |
All Filings in CIG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,928 | 69,966 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $109,677 | 45,890 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||