Steward Partners Investment Advisory’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 | $17.2M | Buy |
53,410
+39,547
| +285% | +$12.8M | 0.13% | 153 |
|
|
2025
Q1 | $2.8M | Buy |
13,863
+2,130
| +18% | +$429K | 0.02% | 554 |
|
|
2024
Q4 | $2.62M | Buy |
11,733
+1,738
| +17% | +$389K | 0.02% | 558 |
|
|
2024
Q3 | $2.6M | Buy |
9,995
+522
| +6% | +$136K | 0.02% | 544 |
|
|
2024
Q2 | $1.9M | Sell |
9,473
-75
| -0.8% | -$15K | 0.02% | 600 |
|
|
2024
Q1 | $1.76M | Buy |
9,548
+73
| +0.8% | +$13.5K | 0.02% | 615 |
|
|
2023
Q4 | $1.11M | Buy |
9,475
+55
| +0.6% | +$6.43K | 0.02% | 689 |
|
|
2023
Q3 | $1.03M | Sell |
9,420
-1,412
| -13% | -$154K | 0.02% | 668 |
|
|
2023
Q2 | $992K | Sell |
10,832
-5,161
| -32% | -$473K | 0.01% | 690 |
|
|
2023
Q1 | $1.26M | Buy |
15,993
+4,176
| +35% | +$328K | 0.02% | 618 |
|
|
2022
Q4 | $1.02M | Buy |
11,817
+2,524
| +27% | +$218K | 0.02% | 659 |
|
|
2022
Q3 | $773K | Sell |
9,293
-356
| -4% | -$29.6K | 0.01% | 712 |
|
|
2022
Q2 | $553K | Sell |
9,649
-1,290
| -12% | -$73.9K | 0.01% | 819 |
|
|
2022
Q1 | $615K | Buy |
+10,939
| New | +$615K | 0.01% | 852 |
|