Wealthspire Advisors (New York)’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 | $4.2M | Sell |
13,019
-191
| -1% | -$61.6K | 0.02% | 175 |
|
|
2025
Q1 | $2.66M | Buy |
13,210
+279
| +2% | +$56.3K | 0.02% | 230 |
|
|
2024
Q4 | $2.89M | Sell |
12,931
-219
| -2% | -$49K | 0.03% | 197 |
|
|
2024
Q3 | $3.42M | Buy |
13,150
+946
| +8% | +$246K | 0.03% | 175 |
|
|
2024
Q2 | $2.44M | Buy |
12,204
+1,738
| +17% | +$348K | 0.03% | 183 |
|
|
2024
Q1 | $1.93M | Buy |
10,466
+408
| +4% | +$75.4K | 0.03% | 201 |
|
|
2023
Q4 | $1.18M | Buy |
10,058
+167
| +2% | +$19.5K | 0.02% | 283 |
|
|
2023
Q3 | $1.08M | Buy |
9,891
+361
| +4% | +$39.4K | 0.02% | 266 |
|
|
2023
Q2 | $873K | Sell |
9,530
-34
| -0.4% | -$3.11K | 0.01% | 271 |
|
|
2023
Q1 | $751K | Sell |
9,564
-1,534
| -14% | -$120K | 0.01% | 297 |
|
|
2022
Q4 | $957K | Sell |
11,098
-2,688
| -19% | -$232K | 0.02% | 270 |
|
|
2022
Q3 | $1.15M | Buy |
13,786
+9,752
| +242% | +$811K | 0.02% | 203 |
|
|
2022
Q2 | $231K | Buy |
+4,034
| New | +$231K | ﹤0.01% | 452 |
|