Aull & Monroe 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 | $897K | Sell |
2,780
-66
| -2% | -$21.3K | 0.48% | 57 |
|
|
2025
Q1 | $574K | Sell |
2,846
-84
| -3% | -$16.9K | 0.29% | 73 |
|
|
2024
Q4 | $655K | Buy |
2,930
+10
| +0.3% | +$2.24K | 0.33% | 70 |
|
|
2024
Q3 | $759K | Buy |
2,920
+13
| +0.4% | +$3.38K | 0.35% | 65 |
|
|
2024
Q2 | $582K | Sell |
2,907
-33
| -1% | -$6.61K | 0.29% | 73 |
|
|
2024
Q1 | $543K | Sell |
2,940
-33
| -1% | -$6.1K | 0.25% | 82 |
|
|
2023
Q4 | $348K | Sell |
2,973
-10
| -0.3% | -$1.17K | 0.17% | 99 |
|
|
2023
Q3 | $325K | Sell |
2,983
-44
| -1% | -$4.8K | 0.17% | 96 |
|
|
2023
Q2 | $277K | Sell |
3,027
-203
| -6% | -$18.6K | 0.14% | 108 |
|
|
2023
Q1 | $254K | Sell |
3,230
-129
| -4% | -$10.1K | 0.13% | 115 |
|
|
2022
Q4 | $290K | Hold |
3,359
| – | – | 0.14% | 105 |
|
|
2022
Q3 | $279K | Buy |
+3,359
| New | +$279K | 0.15% | 108 |
|