Accel Wealth Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
2,812
+38
| +1% | +$12.3K | 0.3% | 78 |
|
|
2025
Q1 | $559K | Buy |
2,774
+134
| +5% | +$27K | 0.2% | 115 |
|
|
2024
Q4 | $591K | Buy |
2,640
+890
| +51% | +$199K | 0.22% | 115 |
|
|
2024
Q3 | $455K | Buy |
1,750
+502
| +40% | +$131K | 0.17% | 138 |
|
|
2024
Q2 | $250K | Buy |
1,248
+76
| +6% | +$15.2K | 0.1% | 190 |
|
|
2024
Q1 | $217K | Buy |
+1,172
| New | +$217K | 0.09% | 203 |
|
|
2023
Q2 | – | Sell |
-1,146
| Closed | -$89.9K | – | 274 |
|
|
2023
Q1 | $89.9K | Sell |
1,146
-5
| -0.4% | -$392 | 0.04% | 355 |
|
|
2022
Q4 | $99.3K | Sell |
1,151
-7
| -0.6% | -$604 | 0.05% | 240 |
|
|
2022
Q3 | $103K | Sell |
1,158
-7
| -0.6% | -$623 | 0.06% | 242 |
|
|
2022
Q2 | $65K | Sell |
1,165
-484
| -29% | -$27K | 0.04% | 304 |
|
|
2022
Q1 | $96K | Buy |
+1,649
| New | +$96K | 0.05% | 258 |
|