Plante Moran 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	-19	Closed	-$6.71K	–	751
2025 Q4	$6.71K	Sell	19 -150	-89%	-$54.5K	﹤0.01%	615
2025 Q3	$55.6K	Buy	169 +1	+0.6%	+$323	﹤0.01%	323
2025 Q2	$54.2K	Sell	168 -408	-71%	-$108K	﹤0.01%	317
2025 Q1	$116K	Hold	576	–	–	0.01%	223
2024 Q4	$129K	Buy	576 +426	+284%	+$106K	0.01%	221
2024 Q3	$39K	Hold	150	–	–	﹤0.01%	425
2024 Q2	$30K	Hold	150	–	–	﹤0.01%	412
2024 Q1	$27.7K	Hold	150	–	–	﹤0.01%	449
2023 Q4	$17.5K	Hold	150	–	–	﹤0.01%	472
2023 Q3	$16.4K	Hold	150	–	–	﹤0.01%	461
2023 Q2	$13.7K	Hold	150	–	–	﹤0.01%	507
2023 Q1	$11.8K	Hold	150	–	–	﹤0.01%	537
2022 Q4	$12.9K	Sell	150 -46	-23%	-$4.14K	﹤0.01%	538
2022 Q3	$16K	Hold	196	–	–	﹤0.01%	498
2022 Q2	$11K	Hold	196	–	–	﹤0.01%	585
2022 Q1	$11K	Buy	+196	New	+$9.56K	﹤0.01%	581