Athena Investment 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
$573K Hold
1,775
0.32% 82
2025
Q1
$358K Sell
1,775
-77
-4% -$15.5K 0.22% 102
2024
Q4
$414K Hold
1,852
0.24% 99
2024
Q3
$482K Buy
1,852
+7
+0.4% +$1.82K 0.27% 88
2024
Q2
$369K Sell
1,845
-32
-2% -$6.41K 0.22% 106
2024
Q1
$347K Hold
1,877
0.21% 108
2023
Q4
$219K Hold
1,877
0.14% 134
2023
Q3
$205K Buy
+1,877
New +$205K 0.15% 132