Frank Rimerman 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 | $953K | Buy |
2,953
+1,012
| +52% | +$327K | 0.06% | 220 |
|
|
2025
Q1 | $391K | Buy |
1,941
+15
| +0.8% | +$3.02K | 0.03% | 360 |
|
|
2024
Q4 | $431K | Buy |
1,926
+137
| +8% | +$30.6K | 0.03% | 336 |
|
|
2024
Q3 | $465K | Sell |
1,789
-1,129
| -39% | -$294K | 0.03% | 338 |
|
|
2024
Q2 | $584K | Buy |
2,918
+2,909
| +32,322% | +$583K | 0.04% | 310 |
|
|
2024
Q1 | $1.66K | Buy |
+9
| New | +$1.66K | ﹤0.01% | 293 |
|