Cerity Partners’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
$22.8M Buy
70,624
+8,880
+14% +$2.87M 0.04% 335
2025
Q1
$12.4M Sell
61,744
-1,901
-3% -$383K 0.03% 433
2024
Q4
$14.7M Buy
63,645
+15,368
+32% +$3.54M 0.03% 386
2024
Q3
$12.6M Buy
48,277
+16,136
+50% +$4.2M 0.03% 429
2024
Q2
$6.44M Sell
32,141
-3,926
-11% -$786K 0.02% 532
2024
Q1
$6.67M Buy
36,067
+13,766
+62% +$2.54M 0.02% 566
2023
Q4
$2.61M Buy
22,301
+10,297
+86% +$1.2M 0.01% 684
2023
Q3
$1.31M Sell
12,004
-25,983
-68% -$2.83M 0.01% 679
2023
Q2
$3.48M Buy
37,987
+3,918
+12% +$359K 0.01% 585
2023
Q1
$2.67M Sell
34,069
-195
-0.6% -$15.3K 0.01% 630
2022
Q4
$2.95M Buy
34,264
+9,797
+40% +$845K 0.02% 462
2022
Q3
$2.04M Buy
+24,467
New +$2.04M 0.02% 370