Compass Ion Advisors’s Constellation Energy CEG Stock Holding History

Compass Ion Advisors’s Portfolio CEG Stock Details CEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$490K	Buy
2025 Q1	$282K	Sell
2024 Q4	$314K	Sell
2024 Q3	$370K	Buy
2024 Q2	$253K	Hold
2024 Q1	$253K	Buy