SAI
Savvy Advisors Inc’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
4,858
+1,053
| +28% | +$340K | 0.1% | 145 |
|
|
2025
Q1 | $767K | Buy |
3,805
+180
| +5% | +$36.3K | 0.08% | 205 |
|
|
2024
Q4 | $811K | Buy |
3,625
+710
| +24% | +$159K | 0.1% | 173 |
|
|
2024
Q3 | $758K | Buy |
2,915
+606
| +26% | +$158K | 0.15% | 136 |
|
|
2024
Q2 | $462K | Buy |
2,309
+54
| +2% | +$10.8K | 0.15% | 149 |
|
|
2024
Q1 | $417K | Sell |
2,255
-40
| -2% | -$7.39K | 0.24% | 117 |
|
|
2023
Q4 | $268K | Buy |
+2,295
| New | +$268K | 0.26% | 122 |
|