Carson Wealth (CWM LLC)’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
15,141
+1,491
| +11% | +$481K | 0.02% | 590 |
|
|
2025
Q1 | $2.75M | Buy |
13,650
+2,123
| +18% | +$428K | 0.01% | 725 |
|
|
2024
Q4 | $2.58M | Sell |
11,527
-1,845
| -14% | -$413K | 0.01% | 684 |
|
|
2024
Q3 | $3.48M | Buy |
13,372
+1,070
| +9% | +$278K | 0.02% | 535 |
|
|
2024
Q2 | $2.46M | Buy |
12,302
+3,020
| +33% | +$605K | 0.01% | 584 |
|
|
2024
Q1 | $1.72M | Sell |
9,282
-436
| -4% | -$80.6K | 0.01% | 667 |
|
|
2023
Q4 | $1.14M | Buy |
9,718
+659
| +7% | +$77K | 0.01% | 752 |
|
|
2023
Q3 | $988K | Sell |
9,059
-178
| -2% | -$19.4K | 0.01% | 761 |
|
|
2023
Q2 | $846K | Buy |
9,237
+1,026
| +12% | +$94K | 0.01% | 772 |
|
|
2023
Q1 | $645K | Buy |
8,211
+1,081
| +15% | +$84.9K | ﹤0.01% | 805 |
|
|
2022
Q4 | $615K | Sell |
7,130
-54
| -0.8% | -$4.66K | ﹤0.01% | 739 |
|
|
2022
Q3 | $598K | Buy |
7,184
+1,349
| +23% | +$112K | ﹤0.01% | 698 |
|
|
2022
Q2 | $334K | Buy |
+5,835
| New | +$334K | ﹤0.01% | 855 |
|