J. Safra Asset 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
$412K Sell
1,287
-2
-0.2% -$640 0.03% 93
2025
Q1
$260K Buy
1,289
+559
+77% +$113K 0.02% 96
2024
Q4
$165K Buy
730
+344
+89% +$77.9K 0.01% 139
2024
Q3
$99.2K Buy
+386
New +$99.2K 0.01% 114