Annex Advisory Services’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 | $1.34M | Sell |
4,142
-658
| -14% | -$212K | 0.03% | 147 |
|
|
2025
Q1 | $968K | Sell |
4,800
-131
| -3% | -$26.4K | 0.03% | 163 |
|
|
2024
Q4 | $1.1M | Buy |
4,931
+467
| +10% | +$104K | 0.03% | 151 |
|
|
2024
Q3 | $1.16M | Buy |
4,464
+973
| +28% | +$253K | 0.04% | 136 |
|
|
2024
Q2 | $699K | Buy |
3,491
+101
| +3% | +$20.2K | 0.02% | 158 |
|
|
2024
Q1 | $627K | Buy |
+3,390
| New | +$627K | 0.02% | 162 |
|