SWM
Segment Wealth Management’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,231
+213
| +7% | +$68.7K | 0.07% | 158 |
|
|
2025
Q1 | $609K | Buy |
3,018
+393
| +15% | +$79.2K | 0.04% | 183 |
|
|
2024
Q4 | $587K | Buy |
2,625
+45
| +2% | +$10.1K | 0.04% | 182 |
|
|
2024
Q3 | $671K | Buy |
2,580
+341
| +15% | +$88.7K | 0.05% | 171 |
|
|
2024
Q2 | $448K | Hold |
2,239
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $414K | Hold |
2,239
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $262K | Hold |
2,239
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $244K | Hold |
2,239
| – | – | 0.02% | 197 |
|
|
2023
Q2 | $205K | Buy |
+2,239
| New | +$205K | 0.02% | 206 |
|
|
2023
Q1 | – | Sell |
-2,385
| Closed | -$206K | – | 210 |
|
|
2022
Q4 | $206K | Buy |
+2,385
| New | +$206K | 0.02% | 209 |
|