Brandywine Oak Private Wealth’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
$329K Sell
1,020
-6
-0.6% -$1.94K 0.03% 178
2025
Q1
$207K Hold
1,026
0.02% 215
2024
Q4
$229K Buy
+1,026
New +$229K 0.02% 212
2023
Q3
Sell
-5,023
Closed -$460K 231
2023
Q2
$460K Buy
5,023
+1
+0% +$92 0.05% 161
2023
Q1
$394K Sell
5,022
-84
-2% -$6.6K 0.05% 174
2022
Q4
$440K Sell
5,106
-5
-0.1% -$431 0.05% 162
2022
Q3
$425K Hold
5,111
0.06% 171
2022
Q2
$292K Hold
5,111
0.04% 250
2022
Q1
$287K Buy
+5,111
New +$287K 0.03% 266