HeadInvest LLC’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
$326K Buy
1,011
+3
+0.3% +$968 0.07% 171
2025
Q1
$203K Buy
1,008
+17
+2% +$3.43K 0.04% 231
2024
Q4
$222K Buy
991
+10
+1% +$2.24K 0.04% 216
2024
Q3
$255K Buy
+981
New +$255K 0.05% 205
2023
Q4
Sell
-556
Closed -$58.2K 303
2023
Q3
$58.2K Buy
+556
New +$58.2K 0.01% 327