Connecticut Wealth Management’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Buy	+677	New	+$219K	0.01%	294
2023 Q3	–	Sell	-2,341	Closed	-$214K	–	293
2023 Q2	$214K	Buy	+2,341	New	+$214K	0.01%	245
2023 Q1	–	Sell	-2,352	Closed	-$203K	–	251
2022 Q4	$203K	Buy	+2,352	New	+$203K	0.02%	198