JPWM
Jamison Private Wealth Management’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
7,739
-90
| -1% | -$29K | 0.36% | 67 |
|
|
2025
Q1 | $1.58M | Buy |
7,829
+13
| +0.2% | +$2.62K | 0.24% | 92 |
|
|
2024
Q4 | $1.75M | Sell |
7,816
-48
| -0.6% | -$10.7K | 0.26% | 87 |
|
|
2024
Q3 | $2.04M | Buy |
7,864
+4
| +0.1% | +$1.04K | 0.31% | 76 |
|
|
2024
Q2 | $1.57M | Sell |
7,860
-187
| -2% | -$37.5K | 0.26% | 82 |
|
|
2024
Q1 | $1.49M | Sell |
8,047
-18
| -0.2% | -$3.33K | 0.25% | 82 |
|
|
2023
Q4 | $943K | Sell |
8,065
-735
| -8% | -$85.9K | 0.18% | 98 |
|
|
2023
Q3 | $960K | Buy |
+8,800
| New | +$960K | 0.2% | 95 |
|