HNWAG
High Net Worth Advisory Group’s Constellation Energy CEG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $873K | Buy |
2,706
+1,600
| +145% | +$516K | 0.23% | 91 |
|
2025
Q1 | $223K | Buy |
1,106
+70
| +7% | +$14.1K | 0.06% | 201 |
|
2024
Q4 | $232K | Sell |
1,036
-466
| -31% | -$104K | 0.06% | 199 |
|
2024
Q3 | $391K | Sell |
1,502
-140
| -9% | -$36.4K | 0.11% | 147 |
|
2024
Q2 | $329K | Hold |
1,642
| – | – | 0.1% | 147 |
|
2024
Q1 | $304K | Buy |
+1,642
| New | +$304K | 0.1% | 163 |
|
2023
Q1 | – | Sell |
-1,793
| Closed | -$155K | – | 254 |
|
2022
Q4 | $155K | Sell |
1,793
-200
| -10% | -$17.2K | 0.06% | 206 |
|
2022
Q3 | $166K | Hold |
1,993
| – | – | 0.07% | 199 |
|
2022
Q2 | $114K | Hold |
1,993
| – | – | 0.05% | 227 |
|
2022
Q1 | $112K | Buy |
+1,993
| New | +$112K | 0.04% | 234 |
|