DA
Doliver Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,192
+58
| +1% | +$18.7K | 0.37% | 48 |
|
|
2025
Q1 | $834K | Buy |
4,134
+2,559
| +162% | +$516K | 0.23% | 66 |
|
|
2024
Q4 | $352K | Buy |
+1,575
| New | +$352K | 0.1% | 122 |
|
|
2022
Q4 | – | Sell |
-4,298
| Closed | -$358K | – | 151 |
|
|
2022
Q3 | $358K | Sell |
4,298
-1,306
| -23% | -$109K | 0.13% | 97 |
|
|
2022
Q2 | $321K | Sell |
5,604
-1,396
| -20% | -$80K | 0.11% | 117 |
|
|
2022
Q1 | $394K | Buy |
+7,000
| New | +$394K | 0.12% | 114 |
|