Regent Peak Wealth 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
Q1 | $411K | Buy |
2,036
+104
| +5% | +$21K | 0.1% | 92 |
|
|
2024
Q4 | $432K | Sell |
1,932
-2
| -0.1% | -$447 | 0.1% | 95 |
|
|
2024
Q3 | $503K | Buy |
1,934
+7
| +0.4% | +$1.82K | 0.12% | 86 |
|
|
2024
Q2 | $386K | Sell |
1,927
-18
| -0.9% | -$3.61K | 0.09% | 104 |
|
|
2024
Q1 | $360K | Sell |
1,945
-41
| -2% | -$7.58K | 0.09% | 104 |
|
|
2023
Q4 | $232K | Buy |
1,986
+16
| +0.8% | +$1.87K | 0.06% | 135 |
|
|
2023
Q3 | $215K | Buy |
+1,970
| New | +$215K | 0.07% | 135 |
|