Regent Peak Wealth Advisors’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$715K Buy
2025
Q3
$661K Buy
2025
Q1
$411K Buy
2024
Q4
$432K Sell
2024
Q3
$503K Buy
2024
Q2
$386K Sell
2024
Q1
$360K Sell
2023
Q4
$232K Buy
2023
Q3
$215K Buy