Allegheny Financial Group’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$676K	Buy	2,419 +2	+0.1%	+$608	0.09%	131
2025 Q4	$854K	Buy	2,417 +2	+0.1%	+$727	0.13%	117
2025 Q3	$795K	Sell	2,415 -214	-8%	-$69.1K	0.15%	112
2025 Q2	$849K	Buy	2,629 +61	+2%	+$16.1K	0.19%	105
2025 Q1	$518K	Sell	2,568 -2,445	-49%	-$655K	0.13%	123
2024 Q4	$1.12M	Hold	5,013	–	–	0.29%	66
2024 Q3	$1.3M	Buy	5,013 +178	+4%	+$35.4K	0.32%	59
2024 Q2	$968K	Buy	4,835 +284	+6%	+$57.9K	0.28%	69
2024 Q1	$841K	Sell	4,551 -446	-9%	-$63.3K	0.26%	73
2023 Q4	$584K	Sell	4,997 -21	-0.4%	-$2.45K	0.19%	104
2023 Q3	$547K	Buy	5,018 +1,082	+27%	+$112K	0.21%	94
2023 Q2	$360K	Sell	3,936 -283	-7%	-$23.5K	0.17%	114
2023 Q1	$331K	Hold	4,219	–	–	0.13%	124
2022 Q4	$364K	Buy	4,219 +106	+3%	+$9.54K	0.15%	114
2022 Q3	$342K	Sell	4,113 -1	-0%	-$74	0.16%	108
2022 Q2	$236K	Buy	4,114 +32	+0.8%	+$1.93K	0.11%	131
2022 Q1	$230K	Buy	+4,082	New	+$199K	0.1%	143