Center for Financial Planning’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 | $24.9K | Sell |
77
-108
| -58% | -$34.9K | ﹤0.01% | 370 |
|
|
2025
Q1 | $37.3K | Hold |
185
| – | – | ﹤0.01% | 313 |
|
|
2024
Q4 | $41.4K | Hold |
185
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $48.1K | Hold |
185
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $37.1K | Hold |
185
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $34.2K | Hold |
185
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $21.6K | Hold |
185
| – | – | ﹤0.01% | 302 |
|
|
2023
Q3 | $20.2K | Hold |
185
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $16.9K | Hold |
185
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $14.5K | Hold |
185
| – | – | ﹤0.01% | 320 |
|
|
2022
Q4 | $15.9K | Hold |
185
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $15K | Sell |
185
-143
| -44% | -$11.6K | ﹤0.01% | 310 |
|
|
2022
Q2 | $19K | Hold |
328
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $18K | Buy |
+328
| New | +$18K | ﹤0.01% | 313 |
|