Aptus 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
$1.14M Sell
3,543
-775
-18% -$250K 0.01% 494
2025
Q1
$871K Buy
4,318
+32
+0.7% +$6.45K 0.01% 524
2024
Q4
$959K Buy
4,286
+1,759
+70% +$394K 0.01% 504
2024
Q3
$657K Buy
2,527
+70
+3% +$18.2K 0.01% 483
2024
Q2
$492K Sell
2,457
-16
-0.6% -$3.2K 0.01% 512
2024
Q1
$457K Buy
+2,473
New +$457K 0.01% 529