Transform Wealth’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$14.9M Buy
2024
Q4
$16.3M Buy
2024
Q3
$17.6M Buy
2024
Q2
$12.4M Buy
2024
Q1
$10.4M Buy
2023
Q4
$2.15M Buy
2023
Q3
$2M Sell
2023
Q2
$1.79M Sell
2023
Q1
$1.58M Buy
2022
Q4
$1.52M Buy
2022
Q3
$1.38M Buy
2022
Q2
$808K Buy
2022
Q1
$791K Buy