HBK Sorce Advisory’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.14M | Buy |
|
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|
2025
Q1 | $654K | Sell |
|
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|
2024
Q4 | $885K | Sell |
|
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|
2024
Q3 | $1.23M | Sell |
|
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.05M | Buy |
|
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|
2023
Q4 | $658K | Sell |
|
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|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $538K | Sell |
|
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|
2023
Q1 | $493K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $290K | Buy |
|