CIA
Concurrent Investment Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
4,198
+516
| +14% | +$167K | 0.03% | 519 |
|
|
2025
Q1 | $742K | Sell |
3,682
-3,110
| -46% | -$627K | 0.02% | 621 |
|
|
2024
Q4 | $1.52M | Buy |
6,792
+3,602
| +113% | +$806K | 0.04% | 386 |
|
|
2024
Q3 | $829K | Buy |
3,190
+12
| +0.4% | +$3.12K | 0.02% | 505 |
|
|
2024
Q2 | $636K | Buy |
3,178
+619
| +24% | +$124K | 0.02% | 525 |
|
|
2024
Q1 | $473K | Buy |
2,559
+103
| +4% | +$19K | 0.02% | 562 |
|
|
2023
Q4 | $287K | Buy |
+2,456
| New | +$287K | 0.01% | 663 |
|