Belpointe Asset 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
$1.67M Buy
5,184
+662
+15% +$214K 0.07% 234
2025
Q1
$912K Sell
4,522
-1,018
-18% -$205K 0.05% 359
2024
Q4
$1.09M Buy
5,540
+272
+5% +$53.5K 0.07% 287
2024
Q3
$1.37M Sell
5,268
-763
-13% -$198K 0.08% 241
2024
Q2
$1.21M Buy
6,031
+506
+9% +$101K 0.08% 222
2024
Q1
$1.02M Buy
5,525
+499
+10% +$92.2K 0.08% 257
2023
Q4
$587K Buy
5,026
+140
+3% +$16.4K 0.05% 322
2023
Q3
$533K Sell
4,886
-930
-16% -$101K 0.06% 317
2023
Q2
$532K Sell
5,816
-1,307
-18% -$120K 0.06% 294
2023
Q1
$559K Buy
7,123
+19
+0.3% +$1.49K 0.03% 518
2022
Q4
$612K Sell
7,104
-773
-10% -$66.6K 0.04% 459
2022
Q3
$655K Sell
7,877
-1,489
-16% -$124K 0.04% 415
2022
Q2
$536K Sell
9,366
-12,815
-58% -$733K 0.04% 461
2022
Q1
$1.25M Buy
+22,181
New +$1.25M 0.08% 276