Venturi Wealth Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Buy |
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|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $308K | Buy |
|
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $227K | Buy |
|
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|
2024
Q1 | $51.4K | Sell |
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|
2023
Q4 | $34.8K | Buy |
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|
2023
Q3 | $11.7K | Hold |
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|
2023
Q2 | $9.8K | Hold |
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|
2023
Q1 | $8.4K | Buy |
|