Simon Quick 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	$730K	Buy	2,263 +566	+33%	+$183K	0.03%	323
2025 Q1	$342K	Buy	1,697 +242	+17%	+$48.8K	0.02%	404
2024 Q4	$326K	Buy	1,455 +211	+17%	+$47.2K	0.02%	340
2024 Q3	$323K	Buy	1,244 +99	+9%	+$25.7K	0.02%	305
2024 Q2	$229K	Buy	+1,145	New	+$229K	0.02%	339