Bartlett & Co Wealth Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $259K | Buy |
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|
2025
Q2 | $167K | Buy |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $114K | Sell |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $109K | Sell |
|
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|
2024
Q1 | $116K | Buy |
|
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|
2023
Q4 | $71.1K | Hold |
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|
2023
Q3 | $66.2K | Hold |
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|
2023
Q2 | $55.6K | Hold |
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|
2023
Q1 | $47.6K | Hold |
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|
2022
Q4 | $52.3K | Hold |
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|
2022
Q3 | $50.5K | Sell |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | $34.1K | Buy |
|