Marietta Wealth 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	$659K	Sell	2,041 -14	-0.7%	-$4.52K	0.09%	92
2025 Q1	$414K	Buy	2,055 +8	+0.4%	+$1.61K	0.06%	96
2024 Q4	$458K	Buy	2,047 +381	+23%	+$85.2K	0.07%	96
2024 Q3	$433K	Hold	1,666	–	–	0.06%	98
2024 Q2	$334K	Buy	+1,666	New	+$334K	0.05%	101