Mather Group’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
$1.51M Buy
2025
Q2
$1.42M Buy
2025
Q1
$870K Sell
2024
Q4
$1.04M Buy
2024
Q3
$1.2M Sell
2024
Q2
$1.14M Buy
2024
Q1
$516K Sell
2023
Q4
$517K Buy
2023
Q3
$431K Buy
2023
Q2
$231K Sell
2023
Q1
$261K Buy
2022
Q4
$280K Buy
2022
Q3
$263K Buy