PDS Planning’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$617K Sell
2025
Q2
$614K Buy
2025
Q1
$372K Buy
2024
Q4
$377K Buy
2024
Q3
$433K Buy
2024
Q2
$330K Sell
2024
Q1
$319K Buy