Principia Wealth Advisory’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
$5.16K Buy
16
+3
+23% +$968 ﹤0.01% 232
2025
Q1
$2.8K Buy
13
+5
+63% +$1.08K ﹤0.01% 242
2024
Q4
$1.79K Buy
+8
New +$1.79K ﹤0.01% 258