Shelton Wealth Management’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 | $1.32M | Buy |
4,102
+484
| +13% | +$156K | 0.64% | 53 |
|
|
2025
Q1 | $729K | Sell |
3,618
-1,077
| -23% | -$217K | 0.4% | 83 |
|
|
2024
Q4 | $1.05M | Buy |
4,695
+200
| +4% | +$44.7K | 0.54% | 65 |
|
|
2024
Q3 | $1.17M | Buy |
4,495
+1,734
| +63% | +$451K | 0.63% | 47 |
|
|
2024
Q2 | $553K | Sell |
2,761
-88
| -3% | -$17.6K | 0.31% | 84 |
|
|
2024
Q1 | $527K | Buy |
2,849
+748
| +36% | +$138K | 0.33% | 76 |
|
|
2023
Q4 | $246K | Buy |
+2,101
| New | +$246K | 0.17% | 98 |
|