Wells Trecaso Financial Group’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 | $479K | Hold |
1,483
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $299K | Buy |
1,483
+20
| +1% | +$4.03K | 0.1% | 78 |
|
|
2024
Q4 | $327K | Buy |
1,463
+10
| +0.7% | +$2.24K | 0.11% | 75 |
|
|
2024
Q3 | $378K | Hold |
1,453
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $291K | Hold |
1,453
| – | – | 0.1% | 77 |
|
|
2024
Q1 | $269K | Buy |
+1,453
| New | +$269K | 0.09% | 81 |
|