HB Wealth Management’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 | $2.59M | Buy |
8,031
+389
| +5% | +$126K | 0.02% | 320 |
|
|
2025
Q1 | $1.54M | Buy |
7,642
+1,337
| +21% | +$270K | 0.01% | 427 |
|
|
2024
Q4 | $1.41M | Buy |
6,305
+682
| +12% | +$153K | 0.01% | 355 |
|
|
2024
Q3 | $1.46M | Buy |
5,623
+156
| +3% | +$40.6K | 0.02% | 321 |
|
|
2024
Q2 | $1.09M | Buy |
5,467
+675
| +14% | +$135K | 0.01% | 351 |
|
|
2024
Q1 | $886K | Buy |
4,792
+434
| +10% | +$80.2K | 0.01% | 374 |
|
|
2023
Q4 | $509K | Sell |
4,358
-104
| -2% | -$12.2K | 0.01% | 453 |
|
|
2023
Q3 | $487K | Buy |
4,462
+1,004
| +29% | +$110K | 0.01% | 433 |
|
|
2023
Q2 | $317K | Buy |
3,458
+308
| +10% | +$28.2K | 0.01% | 529 |
|
|
2023
Q1 | $247K | Sell |
3,150
-166
| -5% | -$13K | ﹤0.01% | 593 |
|
|
2022
Q4 | $286K | Buy |
+3,316
| New | +$286K | 0.01% | 526 |
|