Pinnacle Wealth Planning Services’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
$800K Sell
2025
Q2
$790K Buy
2025
Q1
$391K Buy
2024
Q4
$419K Sell
2024
Q3
$653K Buy
2024
Q2
$500K Sell
2024
Q1
$462K Sell
2023
Q4
$293K Buy
2023
Q3
$270K Buy
2023
Q2
$226K Buy
2023
Q1
Sell
2022
Q4
$214K Sell
2022
Q3
$207K Buy