BBPWM
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 |
|