Autumn Glory Partners’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
$394K Hold
1,220
0.18% 128
2025
Q1
$246K Sell
1,220
-295
-19% -$59.5K 0.12% 154
2024
Q4
$339K Sell
1,515
-2,403
-61% -$538K 0.17% 124
2024
Q3
$1.02M Buy
3,918
+2,133
+119% +$555K 0.39% 71
2024
Q2
$357K Sell
1,785
-240
-12% -$48.1K 0.18% 113
2024
Q1
$374K Hold
2,025
0.18% 109
2023
Q4
$226K Hold
2,025
0.13% 150
2023
Q3
$221K Buy
+2,025
New +$221K 0.13% 145