Key Financial Inc’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
$1.03M Hold
2025
Q2
$948K Hold
2025
Q1
$592K Hold
2024
Q4
$657K Buy
2024
Q3
$730K Sell
2024
Q2
$577K Buy
2024
Q1
$380K Hold
2023
Q4
$240K Hold
2023
Q3
$224K Hold
2023
Q2
$188K Buy
2023
Q1
$157K Hold
2022
Q4
$166K Hold
2022
Q3
$166K Buy
2022
Q2
$113K Sell
2022
Q1
$113K Buy