Cyndeo Wealth Partners’s Constellation Energy CEG Stock Holding History

Cyndeo Wealth Partners’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 Q3	$687K	Buy
2025 Q2	$432K	Buy
2025 Q1	–	Sell
2024 Q4	$450K	Buy
2024 Q3	–	Sell
2024 Q2	$533K	Buy
2024 Q1	$265K	Buy