Wealthcare Advisory Partners’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 | $2.64M | Buy |
8,168
+454
| +6% | +$147K | 0.06% | 270 |
|
|
2025
Q1 | $1.56M | Buy |
7,714
+44
| +0.6% | +$8.87K | 0.04% | 346 |
|
|
2024
Q4 | $1.72M | Buy |
7,670
+840
| +12% | +$188K | 0.05% | 305 |
|
|
2024
Q3 | $1.78M | Buy |
6,830
+135
| +2% | +$35.1K | 0.05% | 292 |
|
|
2024
Q2 | $1.34M | Buy |
6,695
+1,511
| +29% | +$303K | 0.04% | 316 |
|
|
2024
Q1 | $958K | Sell |
5,184
-544
| -9% | -$101K | 0.03% | 380 |
|
|
2023
Q4 | $670K | Buy |
5,728
+86
| +2% | +$10.1K | 0.03% | 424 |
|
|
2023
Q3 | $615K | Sell |
5,642
-198
| -3% | -$21.6K | 0.03% | 385 |
|
|
2023
Q2 | $535K | Buy |
5,840
+186
| +3% | +$17K | 0.02% | 432 |
|
|
2023
Q1 | $444K | Sell |
5,654
-126
| -2% | -$9.89K | 0.02% | 488 |
|
|
2022
Q4 | $498K | Buy |
5,780
+323
| +6% | +$27.8K | 0.02% | 428 |
|
|
2022
Q3 | $454K | Buy |
5,457
+153
| +3% | +$12.7K | 0.03% | 386 |
|
|
2022
Q2 | $304K | Buy |
+5,304
| New | +$304K | 0.02% | 425 |
|