Traphagen Investment Advisors’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 | $465K | Buy |
1,440
+82
| +6% | +$26.5K | 0.04% | 122 |
|
|
2025
Q1 | $274K | Sell |
1,358
-87
| -6% | -$17.5K | 0.03% | 144 |
|
|
2024
Q4 | $323K | Hold |
1,445
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $376K | Buy |
1,445
+1
| +0.1% | +$260 | 0.04% | 117 |
|
|
2024
Q2 | $289K | Hold |
1,444
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $267K | Buy |
+1,444
| New | +$267K | 0.03% | 146 |
|