Skip to content
Disclosery

Kestra Advisory Services, LLC: CEG position timeline

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

Kestra Advisory Services, LLC held 96,415 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,415 shares
    Change vs previous 13F +6,528 shares

    0.05% of the 13F portfolio, value $23,946,553.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,101 shares
    • Kestra Advisory Services, LLC: 74,553 shares
    • Kestra Investment Management, LLC: 1,761 shares

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

  2. period ended2026-03-31
    13F 89,887 shares
    Change vs previous 13F +13,136 shares

    0.06% of the 13F portfolio, value $25,100,782.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,867 shares
    • Kestra Advisory Services, LLC: 68,484 shares
    • Kestra Investment Management, LLC: 1,536 shares

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

  3. period ended2025-12-31
    13F 76,751 shares
    Change vs previous 13F +6,978 shares

    0.07% of the 13F portfolio, value $27,113,922.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,092 shares
    • Kestra Advisory Services, LLC: 53,913 shares
    • Kestra Investment Management, LLC: 1,746 shares

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

  4. period ended2025-09-30
    13F 69,773 shares
    Change vs previous 13F +18,409 shares

    0.07% of the 13F portfolio, value $22,960,289.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,700 shares
    • Kestra Advisory Services, LLC: 52,328 shares
    • Kestra Investment Management, LLC: 1,745 shares

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

  5. period ended2025-06-30
    13F/A 51,364 shares
    Change vs previous 13F +7,241 shares

    0.05% of the 13F portfolio, value $16,578,216.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,510 shares
    • Kestra Advisory Services, LLC: 43,094 shares
    • Kestra Investment Management, LLC: 1,760 shares

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

  6. period ended2025-03-31
    13F/A 44,123 shares
    Change vs previous 13F +8,765 shares

    0.03% of the 13F portfolio, value $8,896,522.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,052 shares
    • Kestra Advisory Services, LLC: 35,406 shares
    • Kestra Investment Management, LLC: 2,665 shares

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

  7. period ended2024-12-31
    13F 35,358 shares
    Change vs previous 13F +3,197 shares

    0.03% of the 13F portfolio, value $7,909,939.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,150 shares
    • Kestra Advisory Services, LLC: 29,167 shares
    • Kestra Investment Management, LLC: 2,041 shares

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

  8. period ended2024-09-30
    13F 32,161 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,362,448.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,637 shares
    • Kestra Advisory Services, LLC: 24,963 shares
    • Kestra Investment Management, LLC: 3,561 shares

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