Global Retirement Partners’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.75M	Buy	16,272 +4,298	+36%	+$1.56M	0.1%	189
2025 Q3	$3.94M	Buy	11,974 +8,009	+202%	+$2.58M	0.09%	209
2025 Q2	$1.28M	Buy	+3,965	New	+$1.05M	0.03%	441
2024 Q4	$686K	Sell	3,068 -4,127	-57%	-$1.03M	0.02%	540
2024 Q3	$1.87M	Buy	7,195 +3,741	+108%	+$743K	0.06%	294
2024 Q2	$692K	Buy	3,454 +602	+21%	+$123K	0.02%	520
2024 Q1	$527K	Buy	2,852 +16	+0.6%	+$2.27K	0.02%	521
2023 Q4	$317K	Buy	2,836 +147	+5%	+$17.2K	0.01%	593
2023 Q3	$285K	Buy	2,689 +32	+1%	+$3.3K	0.01%	561
2023 Q2	$243K	Buy	2,657 +19	+0.7%	+$1.57K	0.01%	627
2023 Q1	$202K	Buy	2,638 +660	+33%	+$53.4K	0.01%	661
2022 Q4	$171K	Buy	1,978 +864	+78%	+$77.7K	0.01%	644
2022 Q3	$105K	Sell	1,114 -83	-7%	-$6.12K	0.01%	755
2022 Q2	$69K	Buy	1,197 +149	+14%	+$8.96K	0.01%	871
2022 Q1	$60K	Buy	+1,048	New	+$51.1K	﹤0.01%	920