Atria Investments’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
$2.63M Sell
8,156
-1,335
-14% -$431K 0.03% 616
2025
Q1
$1.91M Sell
9,491
-2,638
-22% -$532K 0.02% 725
2024
Q4
$2.71M Buy
12,129
+589
+5% +$132K 0.03% 564
2024
Q3
$3M Sell
11,540
-1,047
-8% -$272K 0.04% 527
2024
Q2
$2.52M Buy
12,587
+5,765
+85% +$1.15M 0.03% 566
2024
Q1
$1.26M Buy
+6,822
New +$1.26M 0.02% 847