Center for Financial Planning’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	$159K	Buy	570 +425	+293%	+$129K	0.02%	188
2025 Q4	$51.2K	Buy	145 +68	+88%	+$24.7K	0.01%	292
2025 Q3	$25.3K	Hold	77	–	–	﹤0.01%	392
2025 Q2	$24.9K	Sell	77 -108	-58%	-$28.6K	﹤0.01%	370
2025 Q1	$37.3K	Hold	185	–	–	﹤0.01%	313
2024 Q4	$41.4K	Hold	185	–	–	0.01%	288
2024 Q3	$48.1K	Hold	185	–	–	0.01%	261
2024 Q2	$37K	Hold	185	–	–	0.01%	272
2024 Q1	$34.2K	Hold	185	–	–	0.01%	281
2023 Q4	$21.6K	Hold	185	–	–	﹤0.01%	302
2023 Q3	$20.2K	Hold	185	–	–	﹤0.01%	301
2023 Q2	$16.9K	Hold	185	–	–	﹤0.01%	329
2023 Q1	$14.5K	Hold	185	–	–	﹤0.01%	320
2022 Q4	$15.9K	Hold	185	–	–	﹤0.01%	307
2022 Q3	$15K	Sell	185 -143	-44%	-$10.5K	﹤0.01%	310
2022 Q2	$19K	Hold	328	–	–	﹤0.01%	295
2022 Q1	$18K	Buy	+328	New	+$16K	﹤0.01%	313