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Capital Advisors Wealth Management’s Constellation Energy CEG Stock Holding History

Capital Advisors Wealth Management’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.17M Sell
9,819
-1,652
-14% -$533K 0.5% 46
2025
Q1 		$2.31M Buy
11,471
+9,931
+645% +$2M 0.41% 50
2024
Q4 		$344K Buy
+1,540
New +$344K 0.06% 122