Focus Partners Wealth’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
$20.6M Buy
63,741
+47,998
+305% +$15.5M 0.04% 354
2025
Q1
$3.17M Buy
15,743
+68
+0.4% +$13.7K 0.01% 739
2024
Q4
$3.51M Buy
15,675
+1,237
+9% +$277K 0.01% 702
2024
Q3
$3.56M Buy
14,438
+9,674
+203% +$2.39M 0.01% 638
2024
Q2
$954K Buy
4,764
+1,522
+47% +$305K ﹤0.01% 803
2024
Q1
$599K Buy
3,242
+1,258
+63% +$232K ﹤0.01% 691
2023
Q4
$232K Buy
+1,984
New +$232K ﹤0.01% 722