Prosperity Capital 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
$679K Buy
2,105
+372
+21% +$120K 0.06% 139
2025
Q1
$359K Sell
1,733
-2
-0.1% -$414 0.03% 271
2024
Q4
$388K Sell
1,735
-219
-11% -$49K 0.03% 249
2024
Q3
$508K Hold
1,954
0.04% 219
2024
Q2
$391K Buy
1,954
+3
+0.2% +$601 0.04% 220
2024
Q1
$361K Buy
+1,951
New +$361K 0.04% 237