Sterling Investment Advisors (Pennsylvania)’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 | $344K | Sell |
1,067
-31
| -3% | -$10K | 0.08% | 146 |
|
|
2025
Q1 | $221K | Sell |
1,098
-39
| -3% | -$7.86K | 0.05% | 165 |
|
|
2024
Q4 | $254K | Hold |
1,137
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $296K | Hold |
1,137
| – | – | 0.07% | 124 |
|
|
2024
Q2 | $228K | Sell |
1,137
-25
| -2% | -$5.01K | 0.06% | 129 |
|
|
2024
Q1 | $215K | Buy |
+1,162
| New | +$215K | 0.06% | 138 |
|
|
2022
Q3 | – | Sell |
-1,428
| Closed | -$82K | – | 188 |
|
|
2022
Q2 | $82K | Buy |
1,428
+210
| +17% | +$12.1K | 0.03% | 193 |
|
|
2022
Q1 | $69K | Buy |
+1,218
| New | +$69K | 0.02% | 224 |
|