Nicolet Advisory Services’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	$622K	Buy	1,824 +272	+18%	+$92.7K	0.05%	184
2025 Q1	$317K	Buy	1,552 +623	+67%	+$127K	0.03%	269
2024 Q4	$284K	Buy	929 +30	+3%	+$9.16K	0.03%	308
2024 Q3	$249K	Sell	899 -41	-4%	-$11.4K	0.02%	321
2024 Q2	$206K	Buy	+940	New	+$206K	0.02%	344