Great Valley Advisor Group’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 | $2.3M | Buy |
7,133
+239
| +3% | +$77.1K | 0.05% | 290 |
|
|
2025
Q1 | $1.39M | Buy |
6,894
+33
| +0.5% | +$6.65K | 0.03% | 376 |
|
|
2024
Q4 | $1.53M | Buy |
6,861
+56
| +0.8% | +$12.5K | 0.03% | 360 |
|
|
2024
Q3 | $1.77M | Buy |
6,805
+1,027
| +18% | +$267K | 0.04% | 328 |
|
|
2024
Q2 | $1.16M | Buy |
5,778
+2,834
| +96% | +$568K | 0.03% | 363 |
|
|
2024
Q1 | $545K | Buy |
2,944
+119
| +4% | +$22K | 0.02% | 479 |
|
|
2023
Q4 | $330K | Buy |
2,825
+53
| +2% | +$6.2K | 0.01% | 554 |
|
|
2023
Q3 | $303K | Buy |
2,772
+1
| +0% | +$109 | 0.01% | 543 |
|
|
2023
Q2 | $253K | Buy |
+2,771
| New | +$253K | 0.01% | 601 |
|