Accurate 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 | $441K | Buy |
1,406
+216
| +18% | +$67.7K | 0.07% | 278 |
|
2025
Q1 | $248K | Buy |
1,190
+7
| +0.6% | +$1.46K | 0.05% | 332 |
|
2024
Q4 | $361K | Hold |
1,183
| – | – | 0.07% | 256 |
|
2024
Q3 | $315K | Sell |
1,183
-21
| -2% | -$5.59K | 0.06% | 280 |
|
2024
Q2 | $256K | Buy |
1,204
+15
| +1% | +$3.19K | 0.06% | 262 |
|
2024
Q1 | $215K | Buy |
+1,189
| New | +$215K | 0.06% | 277 |
|
2023
Q1 | – | Sell |
-1,199
| Closed | -$99.6K | – | 435 |
|
2022
Q4 | $99.6K | Buy |
+1,199
| New | +$99.6K | 0.04% | 313 |
|