AIFAIM
American Institute for Advanced Investment Management’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
6,767
-405
| -6% | -$130K | 1.54% | 12 |
|
|
2025
Q1 | $1.46M | Buy |
7,172
+225
| +3% | +$46K | 1.12% | 23 |
|
|
2024
Q4 | $1.55M | Sell |
6,947
-420
| -6% | -$94K | 1.16% | 20 |
|
|
2024
Q3 | $1.91M | Buy |
7,367
+330
| +5% | +$85.4K | 1.36% | 15 |
|
|
2024
Q2 | $1.42M | Sell |
7,037
-35
| -0.5% | -$7.04K | 1.08% | 23 |
|
|
2024
Q1 | $1.32M | Buy |
7,072
+618
| +10% | +$116K | 1.05% | 27 |
|
|
2023
Q4 | $754K | Sell |
6,454
-327
| -5% | -$38.2K | 0.67% | 46 |
|
|
2023
Q3 | $840K | Sell |
6,781
-1,073
| -14% | -$133K | 0.78% | 40 |
|
|
2023
Q2 | $719K | Buy |
7,854
+1,683
| +27% | +$154K | 0.63% | 46 |
|
|
2023
Q1 | $386K | Sell |
6,171
-1,799
| -23% | -$113K | 0.41% | 65 |
|
|
2022
Q4 | $687K | Buy |
7,970
+1,250
| +19% | +$108K | 0.63% | 50 |
|
|
2022
Q3 | $559K | Hold |
6,720
| – | – | 0.52% | 55 |
|
|
2022
Q2 | $385K | Buy |
+6,720
| New | +$385K | 0.34% | 73 |
|