CLA (CliftonLarsonAllen) Wealth Advisors’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	$4.61M	Buy	16,521 +31	+0.2%	+$9.42K	0.07%	100
2025 Q4	$5.83M	Buy	16,490 +26	+0.2%	+$9.45K	0.09%	81
2025 Q3	$5.42M	Sell	16,464 -384	-2%	-$124K	0.09%	83
2025 Q2	$5.44M	Sell	16,848 -582	-3%	-$154K	0.09%	83
2025 Q1	$3.51M	Buy	17,430 +501	+3%	+$134K	0.07%	97
2024 Q4	$3.79M	Buy	16,929 +49	+0.3%	+$12.2K	0.07%	77
2024 Q3	$4.39M	Buy	16,880 +563	+3%	+$112K	0.1%	71
2024 Q2	$3.27M	Sell	16,317 -148	-0.9%	-$30.2K	0.07%	80
2024 Q1	$3.04M	Sell	16,465 -58	-0.4%	-$8.24K	0.07%	79
2023 Q4	$1.93M	Buy	16,523 +451	+3%	+$52.6K	0.05%	104
2023 Q3	$1.75M	Buy	16,072 +6	+0%	+$618	0.05%	102
2023 Q2	$1.47M	Sell	16,066 -103	-0.6%	-$8.54K	0.04%	116
2023 Q1	$1.27M	Buy	16,169 +103	+0.6%	+$8.33K	0.04%	122
2022 Q4	$1.39M	Hold	16,066	–	–	0.05%	122
2022 Q3	$1.34M	Hold	16,066	–	–	0.17%	50
2022 Q2	$920K	Hold	16,066	–	–	0.04%	137
2022 Q1	$904K	Buy	+16,066	New	+$784K	0.03%	145