PWM
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PTM Wealth Management’s Constellation Energy CEG Stock Holding History

PTM Wealth Management’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Buy
4,178
+5
+0.1% +$1.56K 0.86% 13
2025
Q1 		$772K Buy
+4,173
New +$772K 0.81% 14