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Wealthspire Advisors, LLC: CEG position timeline

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

Wealthspire Advisors, LLC held 23,734 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,734 shares
    Change vs previous 13F +10,826 shares

    0.03% of the 13F portfolio, value $5,894,909.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 12,908 shares
    Change vs previous 13F -3,987 shares

    0.03% of the 13F portfolio, value $3,604,458.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 ended2025-12-31
    13F 16,895 shares
    Change vs previous 13F +3,379 shares

    0.05% of the 13F portfolio, value $5,968,511.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 ended2025-09-30
    13F 13,516 shares
    Change vs previous 13F +497 shares

    0.02% of the 13F portfolio, value $4,447,673.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 ended2025-06-30
    13F 13,019 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $4,202,147.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 ended2025-03-31
    13F 13,210 shares
    Change vs previous 13F +279 shares

    0.02% of the 13F portfolio, value $2,663,520.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 12,931 shares
    Change vs previous 13F -219 shares

    0.03% of the 13F portfolio, value $2,892,782.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 13,150 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,419,333.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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