Stiles Financial Services’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	$2.86M	Buy	8,848 +1,492	+20%	+$482K	0.99%	29
2025 Q1	$1.48M	Buy	7,356 +2,800	+61%	+$565K	0.57%	61
2024 Q4	$1.02M	Buy	+4,556	New	+$1.02M	0.37%	80