TriaGen Wealth Management’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
$367K Buy
1,136
+11
+1% +$3.55K 0.11% 133
2025
Q1
$227K Sell
1,125
-154
-12% -$31.1K 0.08% 151
2024
Q4
$286K Sell
1,279
-78
-6% -$17.4K 0.1% 143
2024
Q3
$353K Sell
1,357
-2,450
-64% -$637K 0.12% 129
2024
Q2
$762K Buy
3,807
+52
+1% +$10.4K 0.29% 78
2024
Q1
$694K Sell
3,755
-59
-2% -$10.9K 0.29% 78
2023
Q4
$446K Buy
3,814
+162
+4% +$18.9K 0.21% 97
2023
Q3
$398K Buy
3,652
+2
+0.1% +$218 0.2% 100
2023
Q2
$334K Buy
3,650
+26
+0.7% +$2.38K 0.15% 121
2023
Q1
$284K Sell
3,624
-538
-13% -$42.2K 0.14% 129
2022
Q4
$359K Buy
4,162
+809
+24% +$69.7K 0.2% 116
2022
Q3
$279K Buy
+3,353
New +$279K 0.15% 130