Lake Street Advisors Group’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.03M Buy
4,593
+436
+10% +$97.5K 0.05% 225
2024
Q3
$1.08M Sell
4,157
-146
-3% -$38K 0.05% 206
2024
Q2
$862K Buy
4,303
+1,786
+71% +$358K 0.04% 237
2024
Q1
$465K Buy
2,517
+27
+1% +$4.99K 0.02% 352
2023
Q4
$291K Buy
+2,490
New +$291K 0.01% 446