Cornerstone Wealth Management’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
$769K Buy
2,383
+248
+12% +$80.1K 0.05% 317
2025
Q1
$431K Buy
2,135
+380
+22% +$76.6K 0.03% 399
2024
Q4
$393K Buy
1,755
+206
+13% +$46.1K 0.03% 400
2024
Q3
$403K Buy
1,549
+82
+6% +$21.3K 0.03% 397
2024
Q2
$294K Sell
1,467
-23
-2% -$4.61K 0.02% 437
2024
Q1
$276K Buy
+1,490
New +$276K 0.02% 440