Ritholtz Wealth Management’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 | $915K | Buy |
2,836
+926
| +48% | +$299K | 0.02% | 474 |
|
|
2025
Q1 | $385K | Buy |
1,910
+635
| +50% | +$128K | 0.01% | 664 |
|
|
2024
Q4 | $285K | Buy |
1,275
+279
| +28% | +$62.4K | 0.01% | 724 |
|
|
2024
Q3 | $259K | Buy |
+996
| New | +$259K | 0.01% | 740 |
|
|
2022
Q4 | – | Sell |
-2,446
| Closed | -$203K | – | 597 |
|
|
2022
Q3 | $203K | Buy |
+2,446
| New | +$203K | 0.01% | 655 |
|