Roberts, Glore & Co’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	$286K	Buy	+887	New	+$286K	0.08%	170
2024 Q4	–	Sell	-880	Closed	-$229K	–	210
2024 Q3	$229K	Buy	+880	New	+$229K	0.07%	196