Mount Yale Investment 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 | $942K | Buy |
+2,919
| New | +$942K | 0.07% | 218 |
|
|
2024
Q4 | – | Sell |
-2,814
| Closed | -$732K | – | 544 |
|
|
2024
Q3 | $732K | Buy |
2,814
+151
| +6% | +$39.3K | 0.07% | 257 |
|
|
2024
Q2 | $533K | Buy |
+2,663
| New | +$533K | 0.04% | 331 |
|
|
2023
Q2 | – | Sell |
-13,808
| Closed | -$1.08M | – | 488 |
|
|
2023
Q1 | $1.08M | Buy |
+13,808
| New | +$1.08M | 0.12% | 169 |
|