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Congress Wealth Management’s Constellation Energy CEG Stock Holding History

Congress Wealth Management’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.08M Buy
9,541
+1,652
+21% +$533K 0.03% 486
2025
Q1 		$1.63M Buy
7,889
+6,010
+320% +$1.24M 0.02% 533
2024
Q4 		$421K Buy
1,879
+974
+108% +$218K 0.01% 681
2024
Q3 		$235K Buy
+905
New +$235K ﹤0.01% 789