CEG β€” CONSTELLATION ENERGY CORP

Ownership history in Crumly & Associates Inc.  Β·  5 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported CONSTELLATION ENERGY CORP (CEG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q4. The latest visible filing shows CEG at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in CONSTELLATION ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CEG was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held CEG β€” position size vs. price
% of Fund (quarterly)    CEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,954 +291 +7.9% 0.23% $1.1M 2026-05-15 (Est.) $296.21
2025 Q4 REDUCED 3,663 -52 -1.4% 0.27% $1.3M 2026-01-14 $329.94
2025 Q3 ADDED 3,715 +341 +10.1% 0.27% $1.2M 2025-11-03 $376.77
2025 Q2 ADDED 3,374 +2,138 +173.0% 0.27% $1.1M 2025-07-02 $305.50
2025 Q1 INITIATED 1,236 β€” β€” 0.07% $249K 2025-04-22 $199.87

FAQ About Crumly & Associates Inc. and CEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning CEG?

Crumly & Associates Inc. reported CEG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CEG position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for CEG was 0.27% in 2025 Q4.

What is the latest reported CEG position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 3,954 shares, equal to 0.23% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CEG ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly CEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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