Patten & Patten’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 | $535K | Hold |
1,658
| – | – | 0.03% | 222 |
|
|
2025
Q1 | $334K | Hold |
1,658
| – | – | 0.02% | 257 |
|
|
2024
Q4 | $371K | Sell |
1,658
-200
| -11% | -$44.7K | 0.02% | 246 |
|
|
2024
Q3 | $483K | Sell |
1,858
-6
| -0.3% | -$1.56K | 0.03% | 222 |
|
|
2024
Q2 | $373K | Hold |
1,864
| – | – | 0.03% | 234 |
|
|
2024
Q1 | $345K | Buy |
+1,864
| New | +$345K | 0.02% | 245 |
|