Modera 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 | $702K | Buy |
2,177
+444
| +26% | +$143K | 0.01% | 381 |
|
|
2025
Q1 | $349K | Sell |
1,733
-494
| -22% | -$99.6K | ﹤0.01% | 485 |
|
|
2024
Q4 | $498K | Sell |
2,227
-152
| -6% | -$34K | 0.01% | 438 |
|
|
2024
Q3 | $619K | Buy |
2,379
+656
| +38% | +$171K | 0.01% | 379 |
|
|
2024
Q2 | $345K | Buy |
1,723
+3
| +0.2% | +$601 | 0.01% | 451 |
|
|
2024
Q1 | $318K | Buy |
+1,720
| New | +$318K | ﹤0.01% | 473 |
|
|
2023
Q4 | – | Sell |
-1,923
| Closed | -$210K | – | 525 |
|
|
2023
Q3 | $210K | Buy |
+1,923
| New | +$210K | ﹤0.01% | 510 |
|