Yardley Wealth Management’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
$860K Hold
2,666
0.47% 20
2025
Q1
$538K Sell
2,666
-2,666
-50% -$538K 0.32% 23
2024
Q4
$1.29M Buy
5,332
+2,666
+100% +$645K 0.63% 22
2024
Q3
$693K Buy
+2,666
New +$693K 0.41% 24