U.S. Capital Wealth 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
$2.98M Sell
9,239
-13,832
-60% -$4.46M 0.09% 224
2025
Q1
$4.65M Sell
23,071
-3,331
-13% -$672K 0.14% 163
2024
Q4
$5.91M Buy
26,402
+24,054
+1,024% +$5.38M 0.18% 135
2024
Q3
$611K Buy
2,348
+882
+60% +$229K 0.02% 435
2024
Q2
$294K Buy
1,466
+279
+24% +$55.9K 0.01% 575
2024
Q1
$219K Buy
+1,187
New +$219K 0.01% 628
2023
Q1
Sell
-981
Closed -$84.6K 782
2022
Q4
$84.6K Buy
+981
New +$84.6K ﹤0.01% 765