Atlas 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 | $36.1K | Hold |
112
| – | – | ﹤0.01% | 655 |
|
|
2025
Q1 | $22.6K | Sell |
112
-1,932
| -95% | -$390K | ﹤0.01% | 725 |
|
|
2024
Q4 | $457K | Sell |
2,044
-61
| -3% | -$13.6K | 0.06% | 256 |
|
|
2024
Q3 | $547K | Hold |
2,105
| – | – | 0.08% | 201 |
|
|
2024
Q2 | $422K | Sell |
2,105
-65
| -3% | -$13K | 0.05% | 255 |
|
|
2024
Q1 | $401K | Hold |
2,170
| – | – | 0.06% | 253 |
|
|
2023
Q4 | $254K | Hold |
2,170
| – | – | 0.04% | 325 |
|
|
2023
Q3 | $237K | Sell |
2,170
-138
| -6% | -$15.1K | 0.04% | 325 |
|
|
2023
Q2 | $211K | Hold |
2,308
| – | – | 0.03% | 355 |
|
|
2023
Q1 | $181K | Sell |
2,308
-192
| -8% | -$15.1K | 0.03% | 374 |
|
|
2022
Q4 | $216K | Sell |
2,500
-195
| -7% | -$16.8K | 0.04% | 328 |
|
|
2022
Q3 | $224K | Hold |
2,695
| – | – | 0.04% | 327 |
|
|
2022
Q2 | $154K | Buy |
2,695
+293
| +12% | +$16.8K | 0.03% | 394 |
|
|
2022
Q1 | $135K | Buy |
+2,402
| New | +$135K | 0.02% | 426 |
|