AE 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 | $7.73M | Buy |
23,944
+1,488
| +7% | +$480K | 0.06% | 293 |
|
|
2025
Q1 | $4.53M | Buy |
22,456
+15,354
| +216% | +$3.1M | 0.04% | 356 |
|
|
2024
Q4 | $1.59M | Buy |
7,102
+1,068
| +18% | +$239K | 0.01% | 598 |
|
|
2024
Q3 | $1.57M | Sell |
6,034
-1,537
| -20% | -$400K | 0.01% | 606 |
|
|
2024
Q2 | $1.52M | Buy |
7,571
+873
| +13% | +$175K | 0.02% | 592 |
|
|
2024
Q1 | $1.24M | Sell |
6,698
-10,112
| -60% | -$1.87M | 0.01% | 610 |
|
|
2023
Q4 | $2.04M | Buy |
16,810
+1,747
| +12% | +$212K | 0.01% | 896 |
|
|
2023
Q3 | $1.64M | Buy |
15,063
+1,065
| +8% | +$116K | 0.01% | 918 |
|
|
2023
Q2 | $1.28M | Sell |
13,998
-11,903
| -46% | -$1.09M | 0.01% | 996 |
|
|
2023
Q1 | $2.03M | Buy |
25,901
+321
| +1% | +$25.2K | 0.01% | 790 |
|
|
2022
Q4 | $2.21M | Buy |
25,580
+13,961
| +120% | +$1.2M | 0.02% | 707 |
|
|
2022
Q3 | $967K | Buy |
11,619
+251
| +2% | +$20.9K | 0.01% | 949 |
|
|
2022
Q2 | $651K | Buy |
+11,368
| New | +$651K | 0.01% | 1065 |
|