EverSource Wealth Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,146
+118
| +3% | +$38.1K | 0.06% | 216 |
|
|
2025
Q1 | $812K | Buy |
4,028
+611
| +18% | +$123K | 0.04% | 285 |
|
|
2024
Q4 | $764K | Buy |
3,417
+163
| +5% | +$36.5K | 0.04% | 287 |
|
|
2024
Q3 | $846K | Buy |
3,254
+266
| +9% | +$69.2K | 0.05% | 244 |
|
|
2024
Q2 | $567K | Buy |
2,988
+866
| +41% | +$164K | 0.04% | 288 |
|
|
2024
Q1 | $395K | Buy |
2,122
+328
| +18% | +$61K | 0.03% | 321 |
|
|
2023
Q4 | $210K | Buy |
1,794
+387
| +28% | +$45.2K | 0.02% | 423 |
|
|
2023
Q3 | $153K | Sell |
1,407
-21
| -1% | -$2.29K | 0.02% | 461 |
|
|
2023
Q2 | $131K | Sell |
1,428
-130
| -8% | -$11.9K | 0.01% | 493 |
|
|
2023
Q1 | $122K | Sell |
1,558
-223
| -13% | -$17.5K | 0.02% | 481 |
|
|
2022
Q4 | $154K | Buy |
1,781
+26
| +1% | +$2.24K | 0.02% | 398 |
|
|
2022
Q3 | $146K | Sell |
1,755
-4
| -0.2% | -$333 | 0.03% | 350 |
|
|
2022
Q2 | $101K | Buy |
1,759
+1,043
| +146% | +$59.9K | 0.03% | 372 |
|
|
2022
Q1 | $40K | Buy |
+716
| New | +$40K | 0.01% | 505 |
|