Live Oak 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 | $376K | Hold |
1,166
| – | – | 0.06% | 141 |
|
|
2025
Q1 | $235K | Hold |
1,166
| – | – | 0.04% | 166 |
|
|
2024
Q4 | $261K | Hold |
1,166
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $303K | Hold |
1,166
| – | – | 0.05% | 141 |
|
|
2024
Q2 | $234K | Hold |
1,166
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $216K | Buy |
+1,166
| New | +$216K | 0.04% | 158 |
|