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Blue Bell Private Wealth Management’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.3K Sell
66
-3,334
-98% -$1.08M ﹤0.01% 463
2025
Q1
$686K Sell
3,400
-92
-3% -$18.6K 0.13% 100
2024
Q4
$781K Sell
3,492
-38
-1% -$8.5K 0.15% 86
2024
Q3
$918K Buy
3,530
+38
+1% +$9.88K 0.18% 82
2024
Q2
$699K Sell
3,492
-233
-6% -$46.7K 0.14% 90
2024
Q1
$689K Sell
3,725
-54
-1% -$9.98K 0.15% 91
2023
Q4
$442K Buy
3,779
+3,494
+1,226% +$408K 0.11% 105
2023
Q3
$31.1K Sell
285
-3,145
-92% -$343K 0.01% 313
2023
Q2
$314K Hold
3,430
0.08% 112
2023
Q1
$269K Hold
3,430
0.08% 105
2022
Q4
$296K Hold
3,430
0.1% 92
2022
Q3
$285K Sell
3,430
-100
-3% -$8.31K 0.1% 86
2022
Q2
$202K Hold
3,530
0.07% 100
2022
Q1
$199K Buy
+3,530
New +$199K 0.06% 104