PDS Planning’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 | $614K | Buy |
1,902
+58
| +3% | +$18.7K | 0.05% | 199 |
|
|
2025
Q1 | $372K | Buy |
1,844
+160
| +10% | +$32.3K | 0.03% | 273 |
|
|
2024
Q4 | $377K | Buy |
1,684
+18
| +1% | +$4.03K | 0.03% | 233 |
|
|
2024
Q3 | $433K | Buy |
1,666
+16
| +1% | +$4.16K | 0.04% | 220 |
|
|
2024
Q2 | $330K | Sell |
1,650
-74
| -4% | -$14.8K | 0.03% | 242 |
|
|
2024
Q1 | $319K | Buy |
+1,724
| New | +$319K | 0.03% | 244 |
|