Bartlett & Co 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 | $167K | Buy |
516
+4
| +0.8% | +$1.29K | ﹤0.01% | 468 |
|
|
2025
Q1 | $103K | Buy |
512
+2
| +0.4% | +$403 | ﹤0.01% | 541 |
|
|
2024
Q4 | $114K | Sell |
510
-32
| -6% | -$7.16K | ﹤0.01% | 524 |
|
|
2024
Q3 | $141K | Hold |
542
| – | – | ﹤0.01% | 497 |
|
|
2024
Q2 | $109K | Sell |
542
-84
| -13% | -$16.8K | ﹤0.01% | 532 |
|
|
2024
Q1 | $116K | Buy |
626
+19
| +3% | +$3.51K | ﹤0.01% | 527 |
|
|
2023
Q4 | $71.1K | Hold |
607
| – | – | ﹤0.01% | 633 |
|
|
2023
Q3 | $66.2K | Hold |
607
| – | – | ﹤0.01% | 607 |
|
|
2023
Q2 | $55.6K | Hold |
607
| – | – | ﹤0.01% | 653 |
|
|
2023
Q1 | $47.7K | Hold |
607
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $52.3K | Hold |
607
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $50.5K | Sell |
607
-21
| -3% | -$1.75K | ﹤0.01% | 560 |
|
|
2022
Q2 | $36K | Buy |
628
+21
| +3% | +$1.2K | ﹤0.01% | 630 |
|
|
2022
Q1 | $34.1K | Buy |
+607
| New | +$34.1K | ﹤0.01% | 655 |
|