Joel Isaacson & Co’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
$565K Buy
1,749
+133
+8% +$42.9K 0.02% 236
2025
Q1
$326K Buy
1,616
+459
+40% +$92.5K 0.01% 299
2024
Q4
$259K Hold
1,157
0.01% 320
2024
Q3
$301K Buy
+1,157
New +$301K 0.01% 287