Summit Financial’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 | $5.15M | Buy |
15,941
+2,689
| +20% | +$868K | 0.12% | 159 |
|
|
2025
Q1 | $2.67M | Buy |
13,252
+5,301
| +67% | +$1.07M | 0.07% | 221 |
|
|
2024
Q4 | $1.78M | Buy |
7,951
+833
| +12% | +$186K | 0.06% | 231 |
|
|
2024
Q3 | $1.85M | Buy |
7,118
+5,771
| +428% | +$1.5M | 0.07% | 186 |
|
|
2024
Q2 | $270K | Buy |
+1,347
| New | +$270K | 0.01% | 433 |
|