Crestwood Advisors Group’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	$501K	Buy	1,551 +235	+18%	+$75.8K	0.01%	347
2025 Q1	$265K	Buy	1,316 +179	+16%	+$36.1K	0.01%	445
2024 Q4	$254K	Buy	1,137 +49	+5%	+$11K	﹤0.01%	410
2024 Q3	$283K	Buy	+1,088	New	+$283K	0.01%	378