Mutual 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 | $742K | Buy |
2,268
+826
| +57% | +$270K | 0.02% | 617 |
|
|
2025
Q1 | $322K | Buy |
1,442
+9
| +0.6% | +$2.01K | 0.01% | 882 |
|
|
2024
Q4 | $452K | Buy |
1,433
+247
| +21% | +$77.9K | 0.01% | 731 |
|
|
2024
Q3 | $314K | Sell |
1,186
-1,165
| -50% | -$308K | 0.01% | 875 |
|
|
2024
Q2 | $406K | Buy |
2,351
+1,136
| +93% | +$196K | 0.01% | 784 |
|
|
2024
Q1 | $225K | Sell |
1,215
-1,649
| -58% | -$305K | 0.01% | 996 |
|
|
2023
Q4 | $335K | Buy |
+2,864
| New | +$335K | 0.01% | 791 |
|
|
2022
Q4 | – | Sell |
-2,897
| Closed | -$241K | – | 919 |
|
|
2022
Q3 | $241K | Buy |
+2,897
| New | +$241K | 0.01% | 775 |
|