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Shepherd Financial Partners’s Constellation Energy CEG Stock Holding History

Shepherd Financial Partners’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$507K Buy
1,570
+351
+29% +$113K 0.05% 158
2025
Q1 		$246K Buy
+1,219
New +$246K 0.03% 213