EWA
CEG icon

Etesian Wealth Advisors’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$692K Sell
2,145
-312
-13% -$101K 0.26% 78
2025
Q1
$495K Sell
2,457
-4
-0.2% -$807 0.21% 95
2024
Q4
$551K Sell
2,461
-551
-18% -$123K 0.24% 92
2024
Q3
$783K Buy
3,012
+1
+0% +$260 0.35% 76
2024
Q2
$603K Sell
3,011
-76
-2% -$15.2K 0.34% 82
2024
Q1
$571K Sell
3,087
-91
-3% -$16.8K 0.33% 84
2023
Q4
$372K Sell
3,178
-926
-23% -$108K 0.22% 94
2023
Q3
$448K Sell
4,104
-18
-0.4% -$1.96K 0.3% 87
2023
Q2
$377K Sell
4,122
-8
-0.2% -$732 0.25% 92
2023
Q1
$324K Sell
4,130
-215
-5% -$16.9K 0.22% 95
2022
Q4
$375K Buy
+4,345
New +$375K 0.27% 91