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Insight Wealth Strategies, LLC: CEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on CEG, newest first. How the timeline and the estimate are built.

Insight Wealth Strategies, LLC held 24,974 CEG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,974 shares
    Change vs previous 13F +309 shares

    0.63% of the 13F portfolio, value $6,343,953.

    13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,665 shares
    Change vs previous 13F +5,032 shares

    0.57% of the 13F portfolio, value $5,833,359.

    13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,633 shares
    Change vs previous 13F +3,909 shares

    0.61% of the 13F portfolio, value $5,482,484.

    13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,724 shares
    Change vs previous 13F +504 shares

    0.64% of the 13F portfolio, value $5,554,821.

    13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,220 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,008,445.

    13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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