GGM Wealth 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
Q1 | $462K | Buy |
2,056
+88
| +4% | +$19.8K | 0.26% | 77 |
|
|
2024
Q4 | $440K | Buy |
1,968
+42
| +2% | +$9.4K | 0.23% | 79 |
|
|
2024
Q3 | $501K | Hold |
1,926
| – | – | 0.22% | 79 |
|
|
2024
Q2 | $386K | Hold |
1,926
| – | – | 0.18% | 88 |
|
|
2024
Q1 | $362K | Hold |
1,926
| – | – | 0.17% | 92 |
|
|
2023
Q4 | $234K | Buy |
1,926
+2
| +0.1% | +$243 | 0.1% | 126 |
|
|
2023
Q3 | $210K | Buy |
+1,924
| New | +$210K | 0.09% | 131 |
|