TCWA
Turtle Creek Wealth Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
+1,465
| New | +$473K | 0.06% | 175 |
|
|
2024
Q4 | – | Sell |
-1,033
| Closed | -$269K | – | 90 |
|
|
2024
Q3 | $269K | Buy |
1,033
+3
| +0.3% | +$780 | 0.05% | 147 |
|
|
2024
Q2 | $206K | Buy |
+1,030
| New | +$206K | 0.05% | 151 |
|
|
2024
Q1 | – | Sell |
-917
| Closed | -$107K | – | 302 |
|
|
2023
Q4 | $107K | Buy |
+917
| New | +$107K | 0.03% | 190 |
|