Plante Moran Financial Advisors’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 | $54.2K | Sell |
168
-408
| -71% | -$132K | ﹤0.01% | 317 |
|
|
2025
Q1 | $116K | Hold |
576
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $129K | Buy |
576
+426
| +284% | +$95.3K | 0.01% | 221 |
|
|
2024
Q3 | $39K | Hold |
150
| – | – | ﹤0.01% | 425 |
|
|
2024
Q2 | $30K | Hold |
150
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $27.7K | Hold |
150
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $17.5K | Hold |
150
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $16.4K | Hold |
150
| – | – | ﹤0.01% | 461 |
|
|
2023
Q2 | $13.7K | Hold |
150
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $11.8K | Hold |
150
| – | – | ﹤0.01% | 537 |
|
|
2022
Q4 | $12.9K | Sell |
150
-46
| -23% | -$3.97K | ﹤0.01% | 538 |
|
|
2022
Q3 | $16K | Hold |
196
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $11K | Hold |
196
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $11K | Buy |
+196
| New | +$11K | ﹤0.01% | 581 |
|