Schechter Investment Advisors’s Constellation Energy CEG Stock Holding History

Schechter Investment Advisors’s Portfolio CEG Stock Details CEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$441K	Sell
2024 Q4	$639K	Sell
2024 Q3	$803K	Buy
2024 Q2	$614K	Hold
2024 Q1	$567K	Buy
2023 Q4	$347K	Sell
2023 Q3	$340K	Buy
2023 Q2	$277K	Buy
2023 Q1	–	Sell
2022 Q4	$225K	Buy