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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

CEG holding history

Constellation Energy Corp in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEG overviewAll 13F holders of CEGFull Q2 2025 holdings

Shares (Q2 2025)
14,677
Value
$4.70M
% of portfolio
0.1%
Quarters held
12
Since Q2 2022
Holdings of CEG by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202514,677$4.70M0.1%+4,875+49.7%AddedHolders
Q1 20259,802$1.98M<0.1%−1,174−10.7%ReducedHolders
Q4 202410,976$2.46M<0.1%+3,163+40.5%AddedHolders
Q3 20247,813$2.03M<0.1%−10,472−57.3%ReducedHolders
Q2 202418,285$3.66M<0.1%−1,031−5.3%ReducedHolders
Q1 202419,316$3.57M<0.1%+15,343+386.2%AddedHolders
Q4 20233,973$464.4K<0.1%+1,723+76.6%AddedHolders
Q3 20232,250$245.5K<0.1%−42−1.8%ReducedHolders
Q2 20232,292$209.8K<0.1%+2,292NewHolders
Q1 20230$00.0%−2,836−100.0%Sold outHolders
Q4 20222,836$244.5K<0.1%+147+5.5%AddedHolders
Q3 20222,689$223.7K<0.1%−1,631−37.8%ReducedHolders
Q2 20224,320$247.0K<0.1%+4,320NewHolders