Fiducient 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 | $378K | Hold |
1,172
| – | – | 0.05% | 109 |
|
|
2025
Q1 | $236K | Buy |
+1,172
| New | +$236K | 0.03% | 145 |
|
|
2024
Q4 | – | Sell |
-1,172
| Closed | -$305K | – | 146 |
|
|
2024
Q3 | $305K | Buy |
1,172
+43
| +4% | +$11.2K | 0.04% | 115 |
|
|
2024
Q2 | $226K | Buy |
1,129
+3
| +0.3% | +$601 | 0.03% | 135 |
|
|
2024
Q1 | $208K | Buy |
+1,126
| New | +$208K | 0.04% | 125 |
|