Partnership 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 | $1.45M | Hold |
4,489
| – | – | 1.17% | 20 |
|
2025
Q1 | $905K | Hold |
4,489
| – | – | 0.77% | 33 |
|
2024
Q4 | $1M | Hold |
4,489
| – | – | 0.84% | 33 |
|
2024
Q3 | $1.17M | Hold |
4,489
| – | – | 0.82% | 23 |
|
2024
Q2 | $899K | Hold |
4,489
| – | – | 0.66% | 41 |
|
2024
Q1 | $830K | Hold |
4,489
| – | – | 0.58% | 48 |
|
2023
Q4 | $548K | Buy |
+4,489
| New | +$548K | 0.41% | 53 |
|