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TFB Advisors’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$561K Sell
1,739
-351
-17% -$113K 0.15% 159
2025
Q1
$421K Buy
2,090
+137
+7% +$27.6K 0.12% 194
2024
Q4
$437K Buy
1,953
+66
+3% +$14.8K 0.12% 183
2024
Q3
$491K Buy
+1,887
New +$491K 0.15% 165