Live Oak Private Wealth’s Constellation Energy CEG Stock Holding History

Live Oak Private Wealth’s Portfolio CEG Stock Details CEG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Hold
2025 Q4	$283K	Sell
2025 Q3	$384K	Hold
2025 Q2	$376K	Hold
2025 Q1	$235K	Hold
2024 Q4	$261K	Hold
2024 Q3	$303K	Hold
2024 Q2	$234K	Hold
2024 Q1	$216K	Buy