Transform Wealth’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.9M | Buy |
74,016
+1,192
| +2% | +$240K | 0.9% | 32 |
|
|
2024
Q4 | $16.3M | Buy |
72,824
+5,127
| +8% | +$1.15M | 0.9% | 26 |
|
|
2024
Q3 | $17.6M | Buy |
67,697
+5,623
| +9% | +$1.46M | 1.17% | 14 |
|
|
2024
Q2 | $12.4M | Buy |
62,074
+5,974
| +11% | +$1.2M | 0.93% | 27 |
|
|
2024
Q1 | $10.4M | Buy |
56,100
+37,674
| +204% | +$6.96M | 0.98% | 33 |
|
|
2023
Q4 | $2.15M | Buy |
18,426
+123
| +0.7% | +$14.4K | 0.21% | 105 |
|
|
2023
Q3 | $2M | Sell |
18,303
-1,240
| -6% | -$135K | 0.21% | 107 |
|
|
2023
Q2 | $1.79M | Sell |
19,543
-588
| -3% | -$53.8K | 0.16% | 114 |
|
|
2023
Q1 | $1.58M | Buy |
20,131
+2,456
| +14% | +$193K | 0.15% | 113 |
|
|
2022
Q4 | $1.52M | Buy |
17,675
+1,053
| +6% | +$90.8K | 0.17% | 112 |
|
|
2022
Q3 | $1.38M | Buy |
16,622
+2,507
| +18% | +$209K | 0.18% | 87 |
|
|
2022
Q2 | $808K | Buy |
14,115
+50
| +0.4% | +$2.86K | 0.12% | 104 |
|
|
2022
Q1 | $791K | Buy |
+14,065
| New | +$791K | 0.09% | 125 |
|