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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CEG holding history

Constellation Energy Corp in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEG overviewAll 13F holders of CEGFull Q2 2026 holdings

Shares (Q2 2026)
36
Value
$8.94K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CEG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636$8.94K<0.1%−58−61.7%ReducedHolders
Q1 202694$26.3K<0.1%+65+224.1%AddedHolders
Q4 202529$10.2K<0.1%−3−9.4%ReducedHolders
Q3 202532$10.4K<0.1%+5+18.5%AddedHolders
Q2 202527$8.57K<0.1%+9+50.0%AddedHolders
Q1 202518$3.54K<0.1%−89−83.2%ReducedHolders
Q4 2024107$23.8K<0.1%+4+3.9%AddedHolders
Q3 2024103$26.8K<0.1%+91+758.3%AddedHolders
Q2 202412$2.40K<0.1%+3+33.3%AddedHolders
Q1 20249$1.66K<0.1%+4+80.0%AddedHolders
Q4 20235$585<0.1%00.0%UnchangedHolders
Q3 20235$546<0.1%00.0%UnchangedHolders
Q2 20235$458<0.1%00.0%UnchangedHolders
Q1 20235$393<0.1%00.0%UnchangedHolders
Q4 20225$431<0.1%–No prior filingHolders