Kingsview Wealth Management’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 | $2.7M | Buy |
8,372
+3,717
| +80% | +$1.2M | 0.05% | 379 |
|
|
2025
Q1 | $939K | Buy |
4,655
+773
| +20% | +$156K | 0.02% | 556 |
|
|
2024
Q4 | $868K | Buy |
3,882
+1,131
| +41% | +$253K | 0.02% | 585 |
|
|
2024
Q3 | $715K | Sell |
2,751
-137
| -5% | -$35.6K | 0.02% | 613 |
|
|
2024
Q2 | $578K | Buy |
2,888
+81
| +3% | +$16.2K | 0.01% | 643 |
|
|
2024
Q1 | $519K | Sell |
2,807
-5,969
| -68% | -$1.1M | 0.01% | 657 |
|
|
2023
Q4 | $1.03M | Buy |
8,776
+701
| +9% | +$81.9K | 0.03% | 465 |
|
|
2023
Q3 | $881K | Buy |
8,075
+963
| +14% | +$105K | 0.03% | 470 |
|
|
2023
Q2 | $651K | Buy |
7,112
+306
| +4% | +$28K | 0.03% | 523 |
|
|
2023
Q1 | $534K | Sell |
6,806
-58
| -0.8% | -$4.55K | 0.02% | 556 |
|
|
2022
Q4 | $592K | Sell |
6,864
-439
| -6% | -$37.8K | 0.03% | 466 |
|
|
2022
Q3 | $608K | Sell |
7,303
-632
| -8% | -$52.6K | 0.03% | 452 |
|
|
2022
Q2 | $454K | Sell |
7,935
-1,080
| -12% | -$61.8K | 0.02% | 558 |
|
|
2022
Q1 | $507K | Buy |
+9,015
| New | +$507K | 0.02% | 568 |
|