Welch & Forbes’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 | $489K | Hold |
1,516
| – | – | 0.01% | 277 |
|
|
2025
Q1 | $306K | Buy |
1,516
+12
| +0.8% | +$2.42K | ﹤0.01% | 316 |
|
|
2024
Q4 | $336K | Hold |
1,504
| – | – | ﹤0.01% | 315 |
|
|
2024
Q3 | $391K | Sell |
1,504
-171
| -10% | -$44.5K | 0.01% | 310 |
|
|
2024
Q2 | $357K | Sell |
1,675
-2
| -0.1% | -$426 | ﹤0.01% | 314 |
|
|
2024
Q1 | $310K | Buy |
+1,677
| New | +$310K | ﹤0.01% | 327 |
|