Engle Capital 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	$5.75M	Buy	+17,800	New	+$5.75M	1.73%	21
2024 Q2	–	Sell	-20,000	Closed	-$3.7M	–	24
2024 Q1	$3.7M	Buy	+20,000	New	+$3.7M	1.03%	25