Meritage Portfolio 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 | $412K | Hold |
1,276
| – | – | 0.03% | 266 |
|
|
2025
Q1 | $257K | Buy |
1,276
+194
| +18% | +$39.1K | 0.02% | 294 |
|
|
2024
Q4 | $242K | Hold |
1,082
| – | – | 0.02% | 302 |
|
|
2024
Q3 | $281K | Hold |
1,082
| – | – | 0.02% | 303 |
|
|
2024
Q2 | $217K | Hold |
1,082
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $200K | Buy |
+1,082
| New | +$200K | 0.01% | 333 |
|