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CAPTRUST FINANCIAL ADVISORS: CEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CEG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 110,040 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,040 shares
    Change vs previous 13F +83,486 shares

    0.04% of the 13F portfolio, value $27,330,698.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,554 shares
    Change vs previous 13F +3,054 shares

    0.01% of the 13F portfolio, value $7,415,317.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,500 shares
    Change vs previous 13F -1,320 shares

    0.02% of the 13F portfolio, value $8,301,762.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,820 shares
    Change vs previous 13F +383 shares

    0.02% of the 13F portfolio, value $8,167,651.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,437 shares
    Change vs previous 13F +417 shares

    0.02% of the 13F portfolio, value $7,887,244.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,020 shares
    Change vs previous 13F +7,141 shares

    0.01% of the 13F portfolio, value $4,843,235.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,879 shares
    Change vs previous 13F +444 shares

    0.01% of the 13F portfolio, value $3,776,047.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,435 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,273,541.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).