Envestnet Portfolio Solutions’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
$2.34M Sell
7,254
-244
-3% -$78.8K 0.01% 518
2025
Q1
$1.51M Sell
7,498
-15,130
-67% -$3.05M 0.01% 672
2024
Q4
$5.06M Buy
22,628
+1,856
+9% +$415K 0.02% 391
2024
Q3
$5.4M Sell
20,772
-1,218
-6% -$317K 0.02% 373
2024
Q2
$4.4M Buy
21,990
+1,488
+7% +$298K 0.02% 400
2024
Q1
$3.79M Buy
20,502
+600
+3% +$111K 0.01% 452
2023
Q4
$2.33M Sell
19,902
-917
-4% -$107K 0.01% 549
2023
Q3
$2.27M Buy
+20,819
New +$2.27M 0.01% 517