Beacon Pointe Advisors’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
$1.54M Buy
2025
Q2
$1.41M Buy
2025
Q1
$801K Buy
2024
Q4
$876K Sell
2024
Q3
$1.08M Sell
2024
Q2
$902K Sell
2024
Q1
$883K Buy
2023
Q4
$456K Sell
2023
Q3
$447K Buy
2023
Q2
$323K Sell
2023
Q1
$295K Buy
2022
Q4
$305K Buy
2022
Q3
$288K Sell
2022
Q2
$213K Sell
2022
Q1
$254K Buy