Creative Planning’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
Q3
$33M Buy
2025
Q2
$32M Buy
2025
Q1
$16.7M Sell
2024
Q4
$21.6M Buy
2024
Q3
$24.2M Buy
2024
Q2
$13.5M Buy
2024
Q1
$11.8M Buy
2023
Q4
$6.78M Buy
2023
Q3
$5.92M Buy
2023
Q2
$4.62M Buy
2023
Q1
$3.65M Sell
2022
Q4
$4.18M Buy
2022
Q3
$3.59M Sell
2022
Q2
$2.63M Buy
2022
Q1
$1.64M Buy