WBH Advisory’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 | $766K | Sell |
2,372
-854
| -26% | -$276K | 0.07% | 187 |
|
|
2025
Q1 | $650K | Buy |
3,226
+35
| +1% | +$7.06K | 0.06% | 184 |
|
|
2024
Q4 | $714K | Buy |
3,191
+595
| +23% | +$133K | 0.07% | 181 |
|
|
2024
Q3 | $675K | Buy |
2,596
+24
| +0.9% | +$6.24K | 0.06% | 185 |
|
|
2024
Q2 | $515K | Sell |
2,572
-32
| -1% | -$6.41K | 0.05% | 205 |
|
|
2024
Q1 | $481K | Sell |
2,604
-156
| -6% | -$28.8K | 0.05% | 217 |
|
|
2023
Q4 | $323K | Sell |
2,760
-61
| -2% | -$7.13K | 0.04% | 254 |
|
|
2023
Q3 | $308K | Buy |
2,821
+61
| +2% | +$6.65K | 0.04% | 247 |
|
|
2023
Q2 | $253K | Sell |
2,760
-491
| -15% | -$45K | 0.03% | 270 |
|
|
2023
Q1 | $255K | Buy |
+3,251
| New | +$255K | 0.03% | 269 |
|
|
2022
Q3 | $283K | Hold |
3,401
| – | – | 0.04% | 243 |
|
|
2022
Q2 | $204K | Hold |
3,401
| – | – | 0.03% | 294 |
|
|
2022
Q1 | $209K | Buy |
+3,401
| New | +$209K | 0.03% | 299 |
|