Turtle Creek Wealth Advisors’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$650K Buy
2,329
+166
+8% +$50.4K 0.05% 193
2025
Q4
$764K Buy
2,163
+233
+12% +$84.7K 0.06% 184
2025
Q3
$635K Buy
1,930
+465
+32% +$150K 0.06% 187
2025
Q2
$473K Buy
+1,465
New +$388K 0.06% 175
2024
Q4
Sell
-1,033
Closed -$269K 90
2024
Q3
$269K Buy
1,033
+3
+0.3% +$596 0.05% 147
2024
Q2
$206K Buy
+1,030
New +$210K 0.05% 151
2024
Q1
Sell
-917
Closed -$107K 301
2023
Q4
$107K Buy
+917
New +$107K 0.03% 190

Other funds holding CEG

Turtle Creek Wealth Advisors's CEG Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Constellation Energy (CEG) stake by 7.7% in Q1 2026, buying an estimated $50.4K and bringing the position to 2,329 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #193.

Turtle Creek Wealth Advisors first reported a position in CEG in Q4 2023 and has held it in 7 quarters since. The position peaked at $764K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Turtle Creek Wealth Advisors held 2,329 shares of Constellation Energy worth $650K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 166 Constellation Energy shares in Q1 2026, an estimated $50.4K.
  • Constellation Energy made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • Turtle Creek Wealth Advisors first reported a position in Constellation Energy in Q4 2023 and has held it in 7 quarters since.
  • Turtle Creek Wealth Advisors's Constellation Energy position peaked at $764K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.