Sage Mountain 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 | $741K | Buy |
2,297
+278
| +14% | +$89.7K | 0.05% | 183 |
|
|
2025
Q1 | $407K | Buy |
2,019
+52
| +3% | +$10.5K | 0.03% | 250 |
|
|
2024
Q4 | $440K | Buy |
1,967
+278
| +16% | +$62.2K | 0.03% | 232 |
|
|
2024
Q3 | $439K | Buy |
1,689
+63
| +4% | +$16.4K | 0.04% | 220 |
|
|
2024
Q2 | $326K | Buy |
1,626
+324
| +25% | +$64.9K | 0.03% | 233 |
|
|
2024
Q1 | $241K | Buy |
+1,302
| New | +$241K | 0.03% | 287 |
|