Aries 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
$452K Sell
1,399
-22
-2% -$7.1K 0.12% 147
2025
Q1
$287K Buy
1,421
+100
+8% +$20.2K 0.08% 188
2024
Q4
$296K Sell
1,321
-21
-2% -$4.7K 0.08% 180
2024
Q3
$349K Hold
1,342
0.1% 171
2024
Q2
$269K Sell
1,342
-43
-3% -$8.61K 0.08% 169
2024
Q1
$256K Buy
+1,385
New +$256K 0.08% 180