NFA
Northwest Financial Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
+828
| New | +$267K | 0.37% | 72 |
|
|
2024
Q4 | – | Sell |
-828
| Closed | -$215K | – | 176 |
|
|
2024
Q3 | $215K | Buy |
+828
| New | +$215K | 0.17% | 94 |
|
|
2024
Q1 | – | Sell |
-974
| Closed | -$114K | – | 155 |
|
|
2023
Q4 | $114K | Buy |
+974
| New | +$114K | 0.1% | 130 |
|