Capital Analysts LLC’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	$109K	Buy	391 +3	+0.8%	+$912	﹤0.01%	777
2025 Q4	$138K	Hold	388	–	–	﹤0.01%	693
2025 Q3	$128K	Buy	388 +65	+20%	+$21K	﹤0.01%	676
2025 Q2	$104K	Buy	323 +1	+0.3%	+$265	﹤0.01%	656
2025 Q1	$65K	Hold	322	–	–	﹤0.01%	740
2024 Q4	$72K	Sell	322 -14	-4%	-$3.49K	﹤0.01%	683
2024 Q3	$87K	Hold	336	–	–	﹤0.01%	608
2024 Q2	$68K	Buy	336 +16	+5%	+$3.26K	﹤0.01%	644
2024 Q1	$59K	Hold	320	–	–	﹤0.01%	634
2023 Q4	$38K	Buy	320 +1	+0.3%	+$117	﹤0.01%	710
2023 Q3	$35K	Buy	319 +1	+0.3%	+$103	﹤0.01%	683
2023 Q2	$29K	Sell	318 -16	-5%	-$1.33K	﹤0.01%	663
2023 Q1	$27K	Buy	334 +1	+0.3%	+$81	﹤0.01%	676
2022 Q4	$29K	Sell	333 -97	-23%	-$8.73K	﹤0.01%	701
2022 Q3	$36K	Buy	430 +53	+14%	+$3.91K	﹤0.01%	624
2022 Q2	$21K	Hold	377	–	–	﹤0.01%	700
2022 Q1	$21K	Buy	+377	New	+$18.4K	﹤0.01%	668