Shelton Capital Management’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	$21.9M	Buy	78,485 +4,177	+6%	+$1.27M	0.48%	48
2025 Q4	$26.3M	Buy	74,308 +2,086	+3%	+$758K	0.52%	45
2025 Q3	$23.8M	Sell	72,222 -989	-1%	-$319K	0.51%	38
2025 Q2	$23.6M	Buy	73,211 +1,804	+3%	+$477K	0.54%	35
2025 Q1	$14.4M	Buy	71,407 +1,859	+3%	+$498K	0.34%	70
2024 Q4	$15.6M	Sell	69,548 -553	-0.8%	-$138K	0.39%	50
2024 Q3	$18.2M	Sell	70,101 -2,090	-3%	-$415K	0.47%	38
2024 Q2	$14.5M	Hold	72,191	–	–	0.4%	51
2024 Q1	$13.3M	Sell	72,191 -4,195	-5%	-$596K	0.38%	57
2023 Q4	$8.93M	Buy	76,386 +17,876	+31%	+$2.09M	0.28%	84
2023 Q3	$6.38M	Buy	58,510 +26,524	+83%	+$2.73M	0.23%	108
2023 Q2	$2.93M	Buy	31,986 +1,125	+4%	+$93.3K	0.11%	194
2023 Q1	$2.42M	Buy	30,861 +2,856	+10%	+$231K	0.1%	194
2022 Q4	$2.41M	Sell	28,005 -5,068	-15%	-$456K	0.25%	141
2022 Q3	$2.75M	Hold	33,073	–	–	0.13%	169
2022 Q2	$1.89M	Sell	33,073 -600	-2%	-$36.1K	0.09%	214
2022 Q1	$1.89M	Buy	+33,673	New	+$1.64M	0.07%	231