Clifford Swan Investment Counsel’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 | $515K | Buy |
1,594
+2
| +0.1% | +$646 | 0.02% | 218 |
|
|
2025
Q1 | $321K | Sell |
1,592
-178
| -10% | -$35.9K | 0.01% | 257 |
|
|
2024
Q4 | $396K | Sell |
1,770
-233
| -12% | -$52.1K | 0.01% | 237 |
|
|
2024
Q3 | $521K | Sell |
2,003
-16
| -0.8% | -$4.16K | 0.02% | 218 |
|
|
2024
Q2 | $404K | Sell |
2,019
-2
| -0.1% | -$401 | 0.02% | 237 |
|
|
2024
Q1 | $374K | Hold |
2,021
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $236K | Hold |
2,021
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $220K | Buy |
+2,021
| New | +$220K | 0.01% | 284 |
|