Perigon 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 | $1.17M | Buy |
3,611
+12
| +0.3% | +$3.87K | 0.03% | 431 |
|
|
2025
Q1 | $726K | Sell |
3,599
-220
| -6% | -$44.4K | 0.02% | 525 |
|
|
2024
Q4 | $1.2M | Buy |
3,819
+316
| +9% | +$99.6K | 0.03% | 400 |
|
|
2024
Q3 | $911K | Buy |
3,503
+1,935
| +123% | +$503K | 0.02% | 458 |
|
|
2024
Q2 | $314K | Buy |
1,568
+69
| +5% | +$13.8K | 0.01% | 670 |
|
|
2024
Q1 | $277K | Buy |
+1,499
| New | +$277K | 0.01% | 706 |
|
|
2023
Q1 | – | Sell |
-2,920
| Closed | -$252K | – | 704 |
|
|
2022
Q4 | $252K | Buy |
+2,920
| New | +$252K | 0.02% | 589 |
|