Marion Wealth Management’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 | $705K | Buy |
2,185
+483
| +28% | +$156K | 0.18% | 83 |
|
2025
Q1 | $343K | Buy |
1,702
+106
| +7% | +$21.4K | 0.09% | 98 |
|
2024
Q4 | $357K | Sell |
1,596
-7
| -0.4% | -$1.57K | 0.09% | 102 |
|
2024
Q3 | $417K | Buy |
1,603
+197
| +14% | +$51.2K | 0.11% | 97 |
|
2024
Q2 | $282K | Sell |
1,406
-210
| -13% | -$42.1K | 0.08% | 110 |
|
2024
Q1 | $299K | Buy |
+1,616
| New | +$299K | 0.09% | 104 |
|