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Disclosery

Summit Financial, LLC: CEG position timeline

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

Summit Financial, LLC held 18,828 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,828 shares
    Change vs previous 13F +257 shares

    0.05% of the 13F portfolio, value $4,676,338.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    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 18,571 shares
    Change vs previous 13F -70 shares

    0.07% of the 13F portfolio, value $5,186,054.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,641 shares
    Change vs previous 13F +2,104 shares

    0.1% of the 13F portfolio, value $6,585,435.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,537 shares
    Change vs previous 13F +596 shares

    0.08% of the 13F portfolio, value $5,441,808.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,941 shares
    Change vs previous 13F +2,689 shares

    0.12% of the 13F portfolio, value $5,145,176.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    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 13,252 shares
    Change vs previous 13F +5,301 shares

    0.07% of the 13F portfolio, value $2,671,985.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,951 shares
    Change vs previous 13F +833 shares

    0.06% of the 13F portfolio, value $1,778,728.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    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 7,118 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,850,708.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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