SAG
SageView Advisory Group’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
5,295
-433
| -8% | -$142K | 0.07% | 154 |
|
|
2025
Q1 | $1.15M | Sell |
5,728
-826
| -13% | -$167K | 0.05% | 206 |
|
|
2024
Q4 | $1.47M | Buy |
6,554
+1,812
| +38% | +$405K | 0.06% | 165 |
|
|
2024
Q3 | $1.23M | Buy |
4,742
+1,413
| +42% | +$367K | 0.06% | 166 |
|
|
2024
Q2 | $667K | Buy |
3,329
+251
| +8% | +$50.3K | 0.03% | 288 |
|
|
2024
Q1 | $569K | Sell |
3,078
-124
| -4% | -$22.9K | 0.03% | 297 |
|
|
2023
Q4 | $390K | Buy |
3,202
+205
| +7% | +$25K | 0.02% | 447 |
|
|
2023
Q3 | $327K | Buy |
2,997
+25
| +0.8% | +$2.73K | 0.02% | 404 |
|
|
2023
Q2 | $272K | Buy |
2,972
+69
| +2% | +$6.32K | 0.02% | 467 |
|
|
2023
Q1 | $228K | Buy |
2,903
+44
| +2% | +$3.45K | 0.01% | 434 |
|
|
2022
Q4 | $246K | Buy |
+2,859
| New | +$246K | 0.02% | 362 |
|