Edge Financial Advisors’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	$540K	Buy	1,680 +152	+10%	+$48.9K	0.28%	62
2025 Q1	$308K	Buy	1,528 +3	+0.2%	+$605	0.19%	73
2024 Q4	$341K	Buy	1,525 +2	+0.1%	+$447	0.3%	67
2024 Q3	$396K	Buy	+1,523	New	+$396K	0.35%	59
2024 Q1	$280K	Buy	+1,517	New	+$280K	0.25%	104