Mission 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 | $1.2M | Buy |
3,718
+2,010
| +118% | +$649K | 0.03% | 283 |
|
|
2025
Q1 | $344K | Sell |
1,708
-16
| -0.9% | -$3.23K | 0.01% | 507 |
|
|
2024
Q4 | $386K | Buy |
1,724
+290
| +20% | +$64.9K | 0.01% | 472 |
|
|
2024
Q3 | $373K | Sell |
1,434
-372
| -21% | -$96.7K | 0.01% | 479 |
|
|
2024
Q2 | $362K | Buy |
1,806
+171
| +10% | +$34.2K | 0.01% | 468 |
|
|
2024
Q1 | $302K | Buy |
+1,635
| New | +$302K | 0.01% | 523 |
|