Midland Wealth Advisors’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 | $1.06M | Buy |
3,296
+32
| +1% | +$10.3K | 0.06% | 72 |
|
2025
Q1 | $658K | Buy |
3,264
+192
| +6% | +$38.7K | 0.04% | 109 |
|
2024
Q4 | $687K | Buy |
3,072
+57
| +2% | +$12.8K | 0.04% | 111 |
|
2024
Q3 | $784K | Hold |
3,015
| – | – | 0.05% | 113 |
|
2024
Q2 | $604K | Buy |
3,015
+511
| +20% | +$102K | 0.04% | 124 |
|
2024
Q1 | $463K | Sell |
2,504
-3
| -0.1% | -$555 | 0.03% | 140 |
|
2023
Q4 | $293K | Buy |
+2,507
| New | +$293K | 0.02% | 158 |
|