Foundations Investment 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 | $1.06M | Buy |
3,272
+739
| +29% | +$239K | 0.02% | 423 |
|
|
2025
Q1 | $511K | Sell |
2,533
-1,319
| -34% | -$266K | 0.01% | 578 |
|
|
2024
Q4 | $862K | Buy |
3,852
+40
| +1% | +$8.95K | 0.02% | 431 |
|
|
2024
Q3 | $991K | Buy |
3,812
+687
| +22% | +$179K | 0.02% | 363 |
|
|
2024
Q2 | $626K | Buy |
3,125
+1,815
| +139% | +$363K | 0.02% | 445 |
|
|
2024
Q1 | $242K | Buy |
+1,310
| New | +$242K | 0.01% | 629 |
|