Focus Financial Network’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	$364K	Buy	+1,127	New	+$364K	0.01%	519
2025 Q1	–	Sell	-970	Closed	-$217K	–	687
2024 Q4	$217K	Buy	970 +52	+6%	+$11.6K	0.01%	635
2024 Q3	$239K	Buy	+918	New	+$239K	0.01%	604