Lakeside Advisors’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
$1.01M Sell
2025
Q2
$1.06M Sell
2025
Q1
$743K Sell
2024
Q4
$921K Sell
2024
Q3
$1.09M Sell
2024
Q2
$901K Sell
2024
Q1
$881K Sell
2023
Q4
$586K Sell
2023
Q3
$558K Sell
2023
Q2
$503K Sell
2023
Q1
$453K Sell
2022
Q4
$507K Sell
2022
Q3
$497K Hold
2022
Q2
$342K Sell
2022
Q1
$341K Buy