Wedmont Private Capital’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 | $3.1M | Buy |
9,765
+414
| +4% | +$131K | 0.13% | 94 |
|
|
2025
Q1 | $1.95M | Sell |
9,351
-147
| -2% | -$30.6K | 0.1% | 121 |
|
|
2024
Q4 | $2.9M | Buy |
9,498
+490
| +5% | +$150K | 0.15% | 79 |
|
|
2024
Q3 | $2.51M | Buy |
9,008
+730
| +9% | +$203K | 0.14% | 85 |
|
|
2024
Q2 | $1.8M | Buy |
8,278
+129
| +2% | +$28K | 0.11% | 105 |
|
|
2024
Q1 | $1.53M | Buy |
8,149
+1,600
| +24% | +$301K | 0.11% | 115 |
|
|
2023
Q4 | $766K | Buy |
6,549
+1,066
| +19% | +$125K | 0.06% | 213 |
|
|
2023
Q3 | $611K | Buy |
5,483
+2,538
| +86% | +$283K | 0.06% | 219 |
|
|
2023
Q2 | $280K | Buy |
+2,945
| New | +$280K | 0.03% | 394 |
|
|
2023
Q1 | – | Sell |
-3,222
| Closed | -$269K | – | 470 |
|
|
2022
Q4 | $269K | Buy |
+3,222
| New | +$269K | 0.04% | 360 |
|