Integrated Wealth Concepts’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 | $3.71M | Buy |
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|
2025
Q2 | $3.23M | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $2M | Buy |
|
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.47M | Buy |
|
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|
2023
Q4 | $900K | Buy |
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|
2023
Q3 | $815K | Buy |
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|
2023
Q2 | $668K | Buy |
|
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $229K | Buy |
|