FineMark National Bank & Trust’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	$250K	Buy	+776	New	+$250K	0.01%	398
2025 Q1	–	Sell	-1,042	Closed	-$233K	–	447
2024 Q4	$233K	Buy	1,042 +242	+30%	+$54.1K	0.01%	385
2024 Q3	$208K	Buy	+800	New	+$208K	0.01%	406