Aviso Wealth Management’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 | $1.41M | Buy |
4,380
+442
| +11% | +$143K | 0.66% | 38 |
|
|
2025
Q1 | $794K | Sell |
3,938
-251
| -6% | -$50.6K | 0.42% | 63 |
|
|
2024
Q4 | $937K | Sell |
4,189
-100
| -2% | -$22.4K | 0.48% | 57 |
|
|
2024
Q3 | $1.12M | Buy |
4,289
+160
| +4% | +$41.6K | 0.6% | 42 |
|
|
2024
Q2 | $827K | Buy |
4,129
+1,647
| +66% | +$330K | 0.49% | 52 |
|
|
2024
Q1 | $459K | Buy |
2,482
+294
| +13% | +$54.3K | 0.29% | 84 |
|
|
2023
Q4 | $256K | Buy |
+2,188
| New | +$256K | 0.19% | 119 |
|