Recurrent Investment Advisors’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	$744K	Buy	2,305 +152	+7%	+$49.1K	0.06%	56
2025 Q1	$434K	Buy	2,153 +394	+22%	+$79.4K	0.04%	62
2024 Q4	$394K	Buy	+1,759	New	+$394K	0.04%	61