Prestige Wealth Management Group’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 | $596K | Buy |
1,846
+52
| +3% | +$16.8K | 0.12% | 90 |
|
2025
Q1 | $362K | Buy |
1,794
+1,189
| +197% | +$240K | 0.08% | 120 |
|
2024
Q4 | $135K | Buy |
605
+50
| +9% | +$11.2K | 0.03% | 178 |
|
2024
Q3 | $144K | Buy |
555
+2
| +0.4% | +$520 | 0.03% | 171 |
|
2024
Q2 | $111K | Hold |
553
| – | – | 0.02% | 166 |
|
2024
Q1 | $102K | Hold |
553
| – | – | 0.02% | 198 |
|
2023
Q4 | $64.6K | Buy |
553
+14
| +3% | +$1.64K | 0.01% | 222 |
|
2023
Q3 | $58.8K | Hold |
539
| – | – | 0.01% | 225 |
|
2023
Q2 | $49.3K | Buy |
539
+5
| +0.9% | +$458 | 0.01% | 259 |
|
2023
Q1 | $41.9K | Sell |
534
-4
| -0.7% | -$314 | 0.01% | 256 |
|
2022
Q4 | $46.4K | Buy |
538
+6
| +1% | +$517 | 0.01% | 260 |
|
2022
Q3 | $44K | Hold |
532
| – | – | 0.01% | 238 |
|
2022
Q2 | $31K | Hold |
532
| – | – | 0.01% | 273 |
|
2022
Q1 | $30K | Buy |
+532
| New | +$30K | 0.01% | 285 |
|