Simplicity Wealth’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	$828K	Buy	+2,564	New	+$828K	0.03%	366
2024 Q3	–	Sell	-8,013	Closed	-$1.6M	–	599
2024 Q2	$1.6M	Buy	8,013 +449	+6%	+$89.9K	0.04%	395
2024 Q1	$1.4M	Buy	+7,564	New	+$1.4M	0.03%	430