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Disclosery

Stonegate Investment Group, LLC: CEG position timeline

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

Stonegate Investment Group, LLC held 9,812 CEG shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,812 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $3,228,694.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,801 shares
    Change vs previous 13F +7,151 shares

    0.08% of the 13F portfolio, value $3,163,219.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,650 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $534,222.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,568 shares
    Change vs previous 13F -416 shares

    0.02% of the 13F portfolio, value $574,572.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,984 shares
    Change vs previous 13F -184 shares

    0.02% of the 13F portfolio, value $775,902.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,168 shares
    Change vs previous 13F +156 shares

    0.02% of the 13F portfolio, value $634,550.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,012 shares
    Change vs previous 13F -91 shares

    0.02% of the 13F portfolio, value $556,768.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,103 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $362,710.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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