Williams Jones Wealth 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	$1.52M	Sell	4,713 -267	-5%	-$86.2K	0.02%	211
2025 Q1	$1M	Sell	4,980 -259	-5%	-$52.2K	0.01%	247
2024 Q4	$1.17M	Buy	5,239 +1,655	+46%	+$370K	0.01%	239
2024 Q3	$932K	Sell	3,584 -1,444	-29%	-$375K	0.01%	264
2024 Q2	$1.01M	Buy	+5,028	New	+$1.01M	0.01%	254