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Value Aligned Research Advisors, LLC: CEG position timeline

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

Value Aligned Research Advisors, LLC held 0 CEG shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -296,877 shares

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 296,877 shares
    Change vs previous 13F -646,987 shares

    2.15% of the 13F portfolio, value $104,877,738.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 943,864 shares
    Change vs previous 13F +229,101 shares

    7.17% of the 13F portfolio, value $310,597,326.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 714,763 shares
    Change vs previous 13F +80,276 shares

    10.31% of the 13F portfolio, value $230,696,906.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 634,487 shares
    Change vs previous 13F +580,704 shares

    10.39% of the 13F portfolio, value $127,931,614.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F/A 53,783 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $12,031,795.

    13F-HR/A 0001085146-25-001746 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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