Valeo 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 | $1.8M | Buy |
5,580
+191
| +4% | +$61.6K | 0.04% | 191 |
|
|
2025
Q1 | $1.09M | Buy |
5,389
+961
| +22% | +$194K | 0.03% | 247 |
|
|
2024
Q4 | $991K | Buy |
4,428
+2,800
| +172% | +$626K | 0.03% | 263 |
|
|
2024
Q3 | $423K | Sell |
1,628
-20
| -1% | -$5.2K | 0.01% | 445 |
|
|
2024
Q2 | $330K | Buy |
1,648
+44
| +3% | +$8.81K | 0.01% | 492 |
|
|
2024
Q1 | $299K | Sell |
1,604
-122
| -7% | -$22.7K | 0.01% | 504 |
|
|
2023
Q4 | $202K | Buy |
+1,726
| New | +$202K | 0.01% | 590 |
|