Sagespring Wealth Partners’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
$1.08M Buy
3,361
+756
+29% +$244K 0.02% 271
2025
Q1
$525K Buy
2,605
+140
+6% +$28.2K 0.01% 375
2024
Q4
$551K Buy
+2,465
New +$551K 0.01% 325