Montag & Associates’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 | $417K | Sell |
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|
2025
Q2 | $516K | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $2.78M | Sell |
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|
2024
Q3 | $5.28M | Buy |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $96.9K | Hold |
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|
2023
Q4 | $61.3K | Hold |
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|
2023
Q3 | $57.2K | Hold |
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|
2023
Q2 | $48K | Hold |
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|
2023
Q1 | $41.1K | Hold |
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|
2022
Q4 | $45.2K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $29K | Buy |
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