FRG Family Wealth Advisors’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.08M | Buy |
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|
2025
Q2 | $3.27M | Buy |
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|
2025
Q1 | $1.94M | Hold |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.47M | Hold |
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|
2024
Q2 | $1.72M | Hold |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.03M | Hold |
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|
2022
Q4 | $1.13M | Hold |
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|
2022
Q3 | $1.09M | Hold |
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|
2022
Q2 | $751K | Hold |
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|
2022
Q1 | $737K | Buy |
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