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