Barlow Wealth 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 | $20.9M | Sell |
68,308
-22,820
| -25% | -$7M | 2.51% | 16 |
|
|
2025
Q1 | $20.3M | Buy |
91,128
+552
| +0.6% | +$123K | 2.67% | 12 |
|
|
2024
Q4 | $27.2M | Sell |
90,576
-7,476
| -8% | -$2.25M | 3.45% | 7 |
|
|
2024
Q3 | $27.3M | Buy |
98,052
+1,216
| +1% | +$339K | 3.57% | 5 |
|
|
2024
Q2 | $17M | Buy |
96,836
+936
| +1% | +$164K | 2.35% | 12 |
|
|
2024
Q1 | $18.4M | Sell |
95,900
-16,507
| -15% | -$3.16M | 2.5% | 10 |
|
|
2023
Q4 | $13.1M | Buy |
+112,407
| New | +$13.1M | 1.87% | 25 |
|