Resonant 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 | $815K | Buy |
2,526
+417
| +20% | +$135K | 0.05% | 179 |
|
2025
Q1 | $425K | Buy |
2,109
+5
| +0.2% | +$1.01K | 0.03% | 231 |
|
2024
Q4 | $471K | Buy |
2,104
+58
| +3% | +$13K | 0.03% | 214 |
|
2024
Q3 | $532K | Buy |
2,046
+31
| +2% | +$8.06K | 0.04% | 208 |
|
2024
Q2 | $404K | Buy |
2,015
+104
| +5% | +$20.8K | 0.03% | 220 |
|
2024
Q1 | $353K | Buy |
1,911
+107
| +6% | +$19.8K | 0.03% | 240 |
|
2023
Q4 | $211K | Buy |
+1,804
| New | +$211K | 0.02% | 274 |
|