Westover Capital Advisors’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 | $786K | Sell |
2,435
-1
| -0% | -$323 | 0.16% | 112 |
|
|
2025
Q1 | $491K | Buy |
2,436
+12
| +0.5% | +$2.42K | 0.11% | 145 |
|
|
2024
Q4 | $542K | Sell |
2,424
-33
| -1% | -$7.38K | 0.12% | 140 |
|
|
2024
Q3 | $639K | Hold |
2,457
| – | – | 0.12% | 124 |
|
|
2024
Q2 | $492K | Buy |
2,457
+950
| +63% | +$190K | 0.13% | 130 |
|
|
2024
Q1 | $279K | Buy |
+1,507
| New | +$279K | 0.08% | 150 |
|