Univest Financial’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
$982K Sell
3,043
-105
-3% -$33.9K 0.06% 150
2025
Q1
$635K Buy
3,148
+196
+7% +$39.5K 0.04% 186
2024
Q4
$660K Buy
2,952
+1,341
+83% +$300K 0.04% 183
2024
Q3
$419K Buy
+1,611
New +$419K 0.03% 209