McClarren Financial Advisors’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-353	Closed	-$242K	–	80
2025 Q4	$242K	Sell	353 -331	-48%	-$120K	0.14%	71
2025 Q3	$225K	Buy	684 +1	+0.1%	+$323	0.14%	69
2025 Q2	$220K	Buy	683 +2	+0.3%	+$529	0.14%	69
2025 Q1	$137K	Buy	681 +1	+0.1%	+$268	0.09%	86
2024 Q4	$152K	Buy	680 +1	+0.1%	+$249	0.43%	40
2024 Q3	$176	Buy	679 +479	+240%	+$95.2K	0.02%	78
2024 Q2	$135K	Sell	200 -478	-71%	-$97.5K	0.09%	89
2024 Q1	$126K	Buy	678 +2	+0.3%	+$284	0.09%	93
2023 Q4	$79K	Buy	676 +2	+0.3%	+$233	0.06%	124
2023 Q3	$73K	Hold	674	–	–	0.06%	122
2023 Q2	$61K	Buy	674 +2	+0.3%	+$166	0.05%	135
2023 Q1	$52K	Buy	672 +3	+0.4%	+$243	0.05%	139
2022 Q4	$57K	Buy	669 +1	+0.1%	+$90	0.05%	134
2022 Q3	$55K	Buy	+668	New	+$49.2K	0.05%	120