Axxcess Wealth Management’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
8,058
+2,456
| +44% | +$793K | 0.06% | 243 |
|
|
2025
Q1 | $1.13M | Buy |
5,602
+1,017
| +22% | +$205K | 0.03% | 361 |
|
|
2024
Q4 | $1.03M | Buy |
4,585
+1,016
| +28% | +$227K | 0.02% | 398 |
|
|
2024
Q3 | $928K | Sell |
3,569
-4
| -0.1% | -$1.04K | 0.02% | 400 |
|
|
2024
Q2 | $716K | Sell |
3,573
-119
| -3% | -$23.8K | 0.02% | 445 |
|
|
2024
Q1 | $683K | Sell |
3,692
-177
| -5% | -$32.7K | 0.02% | 459 |
|
|
2023
Q4 | $452K | Buy |
3,869
+190
| +5% | +$22.2K | 0.01% | 543 |
|
|
2023
Q3 | $401K | Buy |
3,679
+480
| +15% | +$52.4K | 0.01% | 528 |
|
|
2023
Q2 | $293K | Sell |
3,199
-20
| -0.6% | -$1.83K | 0.02% | 456 |
|
|
2023
Q1 | $253K | Sell |
3,219
-1
| -0% | -$78 | 0.02% | 526 |
|
|
2022
Q4 | $278K | Buy |
3,220
+68
| +2% | +$5.86K | 0.02% | 465 |
|
|
2022
Q3 | $262K | Buy |
+3,152
| New | +$262K | 0.02% | 432 |
|