River 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
Q2 | $5.14M | Buy |
15,921
+748
| +5% | +$241K | 0.64% | 43 |
|
|
2025
Q1 | $3.06M | Buy |
15,173
+14,049
| +1,250% | +$2.83M | 0.43% | 56 |
|
|
2024
Q4 | $252K | Buy |
1,124
+85
| +8% | +$19K | 0.03% | 194 |
|
|
2024
Q3 | $270K | Buy |
+1,039
| New | +$270K | 0.04% | 187 |
|
|
2023
Q3 | – | Sell |
-2,460
| Closed | -$225K | – | 201 |
|
|
2023
Q2 | $225K | Buy |
+2,460
| New | +$225K | 0.04% | 200 |
|
|
2023
Q1 | – | Sell |
-2,325
| Closed | -$200K | – | 209 |
|
|
2022
Q4 | $200K | Buy |
+2,325
| New | +$200K | 0.04% | 202 |
|