Avantax Planning Partners’s Constellation Energy CEG Stock Holding History

Avantax Planning Partners’s Portfolio CEG Stock Details CEG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$476K	Sell
2025 Q2	$681K	Buy
2025 Q1	$425K	Buy
2024 Q4	$471K	Buy
2024 Q3	$522K	Sell
2024 Q2	$420K	Buy
2024 Q1	$387K	Buy