JNBA Financial Advisors’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 | $467K | Buy |
1,447
+550
| +61% | +$178K | 0.04% | 138 |
|
|
2025
Q1 | $181K | Buy |
897
+50
| +6% | +$10.1K | 0.02% | 181 |
|
|
2024
Q4 | $189K | Hold |
847
| – | – | 0.02% | 180 |
|
|
2024
Q3 | $220K | Hold |
847
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $170K | Hold |
847
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $157K | Sell |
847
-33
| -4% | -$6.1K | 0.02% | 199 |
|
|
2023
Q4 | $103K | Hold |
880
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $96K | Hold |
880
| – | – | 0.01% | 226 |
|
|
2023
Q2 | $80.6K | Hold |
880
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $69.1K | Hold |
880
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $75.9K | Hold |
880
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $73K | Hold |
880
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $50K | Sell |
880
-200
| -19% | -$11.4K | 0.01% | 278 |
|
|
2022
Q1 | $61K | Buy |
+1,080
| New | +$61K | 0.01% | 269 |
|