Latitude Advisors’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
$480K Sell
1,486
-2
-0.1% -$646 0.24% 97
2025
Q1
$300K Buy
1,488
+197
+15% +$39.7K 0.17% 136
2024
Q4
$289K Buy
1,291
+248
+24% +$55.5K 0.16% 137
2024
Q3
$271K Buy
1,043
+1
+0.1% +$260 0.15% 144
2024
Q2
$209K Buy
+1,042
New +$209K 0.13% 170