Confluence Wealth Services’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Hold |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $975K | Sell |
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|
2024
Q3 | $784K | Sell |
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|
2024
Q2 | $648K | Hold |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $270K | Buy |
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