Pinnacle Wealth Planning Services’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 | $790K | Buy |
2,448
+507
| +26% | +$164K | 0.1% | 116 |
|
|
2025
Q1 | $391K | Buy |
1,941
+69
| +4% | +$13.9K | 0.06% | 207 |
|
|
2024
Q4 | $419K | Sell |
1,872
-639
| -25% | -$143K | 0.06% | 183 |
|
|
2024
Q3 | $653K | Buy |
2,511
+14
| +0.6% | +$3.64K | 0.09% | 145 |
|
|
2024
Q2 | $500K | Sell |
2,497
-1
| -0% | -$200 | 0.07% | 180 |
|
|
2024
Q1 | $462K | Sell |
2,498
-6
| -0.2% | -$1.11K | 0.07% | 202 |
|
|
2023
Q4 | $293K | Buy |
2,504
+25
| +1% | +$2.92K | 0.05% | 278 |
|
|
2023
Q3 | $270K | Buy |
2,479
+8
| +0.3% | +$873 | 0.04% | 276 |
|
|
2023
Q2 | $226K | Buy |
+2,471
| New | +$226K | 0.04% | 340 |
|
|
2023
Q1 | – | Sell |
-2,488
| Closed | -$214K | – | 476 |
|
|
2022
Q4 | $214K | Sell |
2,488
-3
| -0.1% | -$259 | 0.04% | 347 |
|
|
2022
Q3 | $207K | Buy |
+2,491
| New | +$207K | 0.04% | 318 |
|