WEATHERLY ASSET MANAGEMENT L. P.: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on CEG, newest first. How the timeline and the estimate are built.
WEATHERLY ASSET MANAGEMENT L. P. held 13,999 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 13,999 sharesChange vs previous 13F +1,210 shares
0.25% of the 13F portfolio, value $3,476,920.
13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,789 sharesChange vs previous 13F +1,530 shares
0.29% of the 13F portfolio, value $3,571,259.
13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,259 sharesChange vs previous 13F +1,076 shares
0.31% of the 13F portfolio, value $3,977,637.
13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,183 sharesChange vs previous 13F +1,260 shares
0.28% of the 13F portfolio, value $3,350,920.
13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,923 sharesChange vs previous 13F +3,985 shares
0.25% of the 13F portfolio, value $2,879,988.
13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,938 sharesChange vs previous 13F +2,361 shares
0.09% of the 13F portfolio, value $995,649.
13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,577 sharesChange vs previous 13F +1,700 shares
0.05% of the 13F portfolio, value $576,501.
13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 877 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $228,038.
13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).