Gladstone Institutional Advisory’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
$864K Sell
2,678
-585
-18% -$189K 0.04% 375
2025
Q1
$658K Buy
3,263
+660
+25% +$133K 0.03% 407
2024
Q4
$582K Sell
2,603
-196
-7% -$43.8K 0.03% 437
2024
Q3
$728K Sell
2,799
-3,024
-52% -$786K 0.04% 366
2024
Q2
$1.17M Buy
5,823
+4,451
+324% +$891K 0.06% 289
2024
Q1
$254K Buy
+1,372
New +$254K 0.01% 567