Turtle Creek Wealth Advisors, LLC
Position in CEG — Constellation Energy Corp
CIK 2007171
DALLAS, TX
Position in CEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$472,648
-$177,725 QoQ
Shares Held
1,903
-18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,090
of 1,839 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $1,045,181 across 3 Utilities - Independent Power Producers names. CEG ranks #1 (45.2% of the industry book) .
All Filings in CEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,648 | 1,903 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $650,373 | 2,329 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $764,123 | 2,163 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $635,105 | 1,930 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $472,843 | 1,465 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $268,600 | 1,033 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $206,278 | 1,030 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $107,188 | 917 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||