Fiduciary Alliance’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	$1.47M	Buy	+4,548	New	+$1.47M	0.11%	177
2023 Q3	–	Sell	-6	Closed	-$549	–	285
2023 Q2	$549	Buy	+6	New	+$549	﹤0.01%	920
2023 Q1	–	Sell	-6	Closed	-$517	–	258
2022 Q4	$517	Buy	+6	New	+$517	﹤0.01%	846