Modern 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	$1.61M	Buy	4,982 +216	+5%	+$69.7K	0.04%	290
2025 Q1	$961K	Buy	4,766 +819	+21%	+$165K	0.03%	309
2024 Q4	$883K	Buy	3,947 +1,231	+45%	+$275K	0.03%	273
2024 Q3	$706K	Sell	2,716 -9	-0.3%	-$2.34K	0.04%	202
2024 Q2	$546K	Buy	+2,725	New	+$546K	0.04%	204