EFG
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Embree Financial Group’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Sell
1,863
-280
-13% -$90.4K 0.09% 130
2025
Q1
$432K Buy
2,143
+230
+12% +$46.4K 0.07% 134
2024
Q4
$428K Buy
1,913
+296
+18% +$66.2K 0.07% 128
2024
Q3
$421K Sell
1,617
-43
-3% -$11.2K 0.07% 127
2024
Q2
$333K Buy
1,660
+20
+1% +$4.01K 0.06% 140
2024
Q1
$303K Buy
+1,640
New +$303K 0.06% 151