TCFG Wealth Management’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	$2.31M	Sell	7,161 -423	-6%	-$137K	1.05%	15
2025 Q1	$1.53M	Buy	7,584 +2,853	+60%	+$575K	0.77%	29
2024 Q4	$1.06M	Buy	4,731 +1,326	+39%	+$297K	0.53%	49
2024 Q3	$885K	Buy	+3,405	New	+$885K	0.44%	67