Creative Planning’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 | $32M | Buy |
99,130
+16,158
| +19% | +$5.22M | 0.03% | 240 |
|
|
2025
Q1 | $16.7M | Sell |
82,972
-13,598
| -14% | -$2.74M | 0.02% | 361 |
|
|
2024
Q4 | $21.6M | Buy |
96,570
+3,621
| +4% | +$810K | 0.02% | 280 |
|
|
2024
Q3 | $24.2M | Buy |
92,949
+25,741
| +38% | +$6.69M | 0.02% | 246 |
|
|
2024
Q2 | $13.5M | Buy |
67,208
+3,492
| +5% | +$699K | 0.01% | 344 |
|
|
2024
Q1 | $11.8M | Buy |
63,716
+5,707
| +10% | +$1.05M | 0.01% | 369 |
|
|
2023
Q4 | $6.78M | Buy |
58,009
+3,714
| +7% | +$434K | 0.01% | 488 |
|
|
2023
Q3 | $5.92M | Buy |
54,295
+3,868
| +8% | +$422K | 0.01% | 479 |
|
|
2023
Q2 | $4.62M | Buy |
50,427
+3,963
| +9% | +$363K | 0.01% | 545 |
|
|
2023
Q1 | $3.65M | Sell |
46,464
-1,969
| -4% | -$155K | 0.01% | 582 |
|
|
2022
Q4 | $4.18M | Buy |
48,433
+5,241
| +12% | +$452K | 0.01% | 534 |
|
|
2022
Q3 | $3.59M | Sell |
43,192
-2,823
| -6% | -$235K | 0.01% | 518 |
|
|
2022
Q2 | $2.64M | Buy |
46,015
+16,856
| +58% | +$965K | ﹤0.01% | 620 |
|
|
2022
Q1 | $1.64M | Buy |
+29,159
| New | +$1.64M | ﹤0.01% | 782 |
|