Spire 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
$2.26M Sell
7,035
-124
-2% -$39.8K 0.08% 210
2025
Q1
$1.44M Buy
7,159
+970
+16% +$196K 0.05% 324
2024
Q4
$1.38M Sell
6,189
-583
-9% -$130K 0.04% 320
2024
Q3
$1.76M Buy
6,772
+3,603
+114% +$937K 0.06% 263
2024
Q2
$635K Buy
3,169
+168
+6% +$33.7K 0.02% 432
2024
Q1
$555K Sell
3,001
-540
-15% -$99.8K 0.01% 495
2023
Q4
$405K Buy
3,541
+1,334
+60% +$153K 0.01% 565
2023
Q3
$241K Sell
2,207
-1
-0% -$109 0.01% 659
2023
Q2
$202K Sell
2,208
-138
-6% -$12.6K 0.01% 717
2023
Q1
$184K Buy
2,346
+794
+51% +$62.3K 0.01% 748
2022
Q4
$134K Buy
1,552
+207
+15% +$17.9K 0.01% 649
2022
Q3
$112K Sell
1,345
-1,057
-44% -$88K 0.01% 669
2022
Q2
$138K Buy
+2,402
New +$138K 0.01% 900