Nicola 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 | $2.74M | Sell |
8,500
-3,000
| -26% | -$968K | 0.26% | 64 |
|
|
2025
Q1 | $2.32M | Sell |
11,500
-2,500
| -18% | -$504K | 0.23% | 76 |
|
|
2024
Q4 | $3.13M | Sell |
14,000
-1,500
| -10% | -$336K | 0.3% | 67 |
|
|
2024
Q3 | $4.03M | Sell |
15,500
-2,500
| -14% | -$650K | 0.32% | 66 |
|
|
2024
Q2 | $3.6M | Sell |
18,000
-10,500
| -37% | -$2.1M | 0.32% | 65 |
|
|
2024
Q1 | $5.27M | Sell |
28,500
-15,000
| -34% | -$2.77M | 0.51% | 48 |
|
|
2023
Q4 | $5.08M | Buy |
43,500
+3,500
| +9% | +$409K | 0.53% | 51 |
|
|
2023
Q3 | $4.36M | Sell |
40,000
-10,000
| -20% | -$1.09M | 0.47% | 54 |
|
|
2023
Q2 | $4.58M | Buy |
50,000
+5,000
| +11% | +$458K | 0.45% | 58 |
|
|
2023
Q1 | $3.53M | Buy |
45,000
+17,000
| +61% | +$1.33M | 0.35% | 69 |
|
|
2022
Q4 | $2.41M | Buy |
28,000
+5,000
| +22% | +$431K | 0.24% | 84 |
|
|
2022
Q3 | $1.91M | Buy |
+23,000
| New | +$1.91M | 0.21% | 91 |
|