Lake Street Private Wealth’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 | $480K | Buy |
1,486
+15
| +1% | +$4.84K | 0.07% | 161 |
|
|
2025
Q1 | $297K | Hold |
1,471
| – | – | 0.05% | 198 |
|
|
2024
Q4 | $329K | Sell |
1,471
-45
| -3% | -$10.1K | 0.05% | 186 |
|
|
2024
Q3 | $394K | Buy |
1,516
+21
| +1% | +$5.46K | 0.06% | 189 |
|
|
2024
Q2 | $299K | Hold |
1,495
| – | – | 0.04% | 264 |
|
|
2024
Q1 | $276K | Buy |
+1,495
| New | +$276K | 0.04% | 268 |
|