United Capital Financial 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 | $5.46M | Buy |
16,918
+4,470
| +36% | +$1.44M | 0.04% | 267 |
|
|
2025
Q1 | $2.51M | Buy |
12,448
+3,480
| +39% | +$702K | 0.02% | 378 |
|
|
2024
Q4 | $2.01M | Buy |
8,968
+45
| +0.5% | +$10.1K | 0.02% | 413 |
|
|
2024
Q3 | $2.32M | Sell |
8,923
-826
| -8% | -$215K | 0.02% | 386 |
|
|
2024
Q2 | $1.95M | Buy |
9,749
+830
| +9% | +$166K | 0.02% | 409 |
|
|
2024
Q1 | $1.65M | Sell |
8,919
-757
| -8% | -$140K | 0.01% | 463 |
|
|
2023
Q4 | $1.13M | Buy |
9,676
+6,266
| +184% | +$732K | 0.01% | 528 |
|
|
2023
Q3 | $372K | Sell |
3,410
-2,205
| -39% | -$240K | ﹤0.01% | 696 |
|
|
2023
Q2 | $514K | Sell |
5,615
-1,773
| -24% | -$162K | ﹤0.01% | 679 |
|
|
2023
Q1 | $580K | Sell |
7,388
-1,801
| -20% | -$141K | ﹤0.01% | 697 |
|
|
2022
Q4 | $792K | Buy |
9,189
+3,757
| +69% | +$324K | ﹤0.01% | 672 |
|
|
2022
Q3 | $452K | Sell |
5,432
-987
| -15% | -$82.1K | ﹤0.01% | 783 |
|
|
2022
Q2 | $368K | Buy |
6,419
+619
| +11% | +$35.5K | ﹤0.01% | 881 |
|
|
2022
Q1 | $326K | Buy |
+5,800
| New | +$326K | ﹤0.01% | 958 |
|