Stonegate Investment Group’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
$3.16M Buy
9,801
+7,151
+270% +$2.31M 0.08% 101
2025
Q1
$534K Buy
2,650
+82
+3% +$16.5K 0.01% 207
2024
Q4
$575K Sell
2,568
-416
-14% -$93.1K 0.02% 200
2024
Q3
$776K Sell
2,984
-184
-6% -$47.8K 0.02% 185
2024
Q2
$635K Buy
3,168
+156
+5% +$31.2K 0.02% 198
2024
Q1
$557K Sell
3,012
-91
-3% -$16.8K 0.02% 206
2023
Q4
$363K Sell
3,103
-200
-6% -$23.4K 0.01% 233
2023
Q3
$360K Hold
3,303
0.01% 224
2023
Q2
$302K Sell
3,303
-135
-4% -$12.4K 0.01% 246
2023
Q1
$270K Buy
3,438
+32
+0.9% +$2.51K 0.01% 260
2022
Q4
$294K Buy
3,406
+269
+9% +$23.2K 0.01% 248
2022
Q3
$261K Buy
+3,137
New +$261K 0.01% 239