Night Owl Capital 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 | $21M | Sell |
65,134
-53,075
| -45% | -$17.1M | 2.43% | 17 |
|
|
2025
Q1 | $23.8M | Sell |
118,209
-38,728
| -25% | -$7.81M | 2.98% | 18 |
|
|
2024
Q4 | $35.1M | Sell |
156,937
-29,262
| -16% | -$6.55M | 4.54% | 8 |
|
|
2024
Q3 | $48.4M | Buy |
186,199
+5,923
| +3% | +$1.54M | 6.62% | 6 |
|
|
2024
Q2 | $36.1M | Buy |
180,276
+35,596
| +25% | +$7.13M | 5.4% | 6 |
|
|
2024
Q1 | $26.7M | Buy |
+144,680
| New | +$26.7M | 4.06% | 12 |
|