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Gradient Capital Advisors’s Constellation Energy CEG Stock Holding History

Gradient Capital Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$407K Buy
1,261
+106
+9% +$34.2K 0.12% 110
2025
Q1 		$233K Buy
1,155
+15
+1% +$3.03K 0.08% 147
2024
Q4 		$255K Buy
1,140
+122
+12% +$27.3K 0.08% 135
2024
Q3 		$265K Buy
+1,018
New +$265K 0.09% 131