CBIZ Investment Advisory Services’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 | $85.9K | Buy |
266
+246
| +1,230% | +$79.5K | ﹤0.01% | 86 |
|
|
2025
Q1 | $4.03K | Buy |
20
+10
| +100% | +$2.02K | ﹤0.01% | 415 |
|
|
2024
Q4 | $2.24K | Buy |
10
+7
| +233% | +$1.57K | ﹤0.01% | 370 |
|
|
2024
Q3 | $780 | Hold |
3
| – | – | ﹤0.01% | 374 |
|
|
2024
Q2 | $601 | Hold |
3
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $555 | Buy |
+3
| New | +$555 | ﹤0.01% | 338 |
|