Annis Gardner Whiting Capital Advisors’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 | $182K | Buy |
564
+14
| +3% | +$4.52K | 0.06% | 220 |
|
|
2025
Q1 | $111K | Sell |
550
-10
| -2% | -$2.02K | 0.05% | 258 |
|
|
2024
Q4 | $125K | Sell |
560
-6
| -1% | -$1.34K | 0.04% | 251 |
|
|
2024
Q3 | $147K | Sell |
566
-219
| -28% | -$56.9K | 0.04% | 239 |
|
|
2024
Q2 | $157K | Buy |
785
+34
| +5% | +$6.81K | 0.04% | 240 |
|
|
2024
Q1 | $139K | Buy |
751
+289
| +63% | +$53.4K | 0.05% | 231 |
|
|
2023
Q4 | $54K | Buy |
462
+3
| +0.7% | +$351 | 0.02% | 294 |
|
|
2023
Q3 | $50.1K | Buy |
+459
| New | +$50.1K | 0.03% | 285 |
|