CapWealth Advisors, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on CEG, newest first. How the timeline and the estimate are built.
CapWealth Advisors, LLC held 57,908 CEG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 57,908 sharesChange vs previous 13F +1,026 shares
1.11% of the 13F portfolio, value $14,709,802.
13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 56,882 sharesChange vs previous 13F +1,521 shares
0.97% of the 13F portfolio, value $14,127,792.
13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,361 sharesChange vs previous 13F +88 shares
1.15% of the 13F portfolio, value $15,459,567.
13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 55,273 sharesChange vs previous 13F +324 shares
1.34% of the 13F portfolio, value $19,526,299.
13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 54,949 sharesChange vs previous 13F +525 shares
1.24% of the 13F portfolio, value $18,082,070.
13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 54,424 sharesChange vs previous 13F not available
1.73% of the 13F portfolio, value $17,565,890.
13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).