EP Wealth Advisors’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 | $2.22M | Sell |
6,868
-481
| -7% | -$155K | 0.01% | 395 |
|
|
2025
Q1 | $1.48M | Buy |
7,349
+856
| +13% | +$173K | 0.01% | 415 |
|
|
2024
Q4 | $1.45M | Buy |
6,493
+177
| +3% | +$39.6K | 0.01% | 415 |
|
|
2024
Q3 | $1.64M | Buy |
6,316
+1,701
| +37% | +$442K | 0.01% | 391 |
|
|
2024
Q2 | $924K | Buy |
4,615
+785
| +20% | +$157K | 0.01% | 408 |
|
|
2024
Q1 | $708K | Buy |
3,830
+802
| +26% | +$148K | 0.01% | 441 |
|
|
2023
Q4 | $354K | Buy |
3,028
+438
| +17% | +$51.2K | ﹤0.01% | 571 |
|
|
2023
Q3 | $283K | Buy |
+2,590
| New | +$283K | ﹤0.01% | 572 |
|