TFC Financial Management’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.75K	Hold	17	–	–	﹤0.01%	459
2025 Q4	$6.01K	Hold	17	–	–	﹤0.01%	433
2025 Q3	$5.6K	Hold	17	–	–	﹤0.01%	443
2025 Q2	$5.49K	Hold	17	–	–	﹤0.01%	413
2025 Q1	$3.43K	Hold	17	–	–	﹤0.01%	437
2024 Q4	$3.81K	Hold	17	–	–	﹤0.01%	441
2024 Q3	$4.42K	Hold	17	–	–	﹤0.01%	432
2024 Q2	$3.41K	Hold	17	–	–	﹤0.01%	430
2024 Q1	$3.15K	Buy	17 +2	+13%	+$284	﹤0.01%	427
2023 Q4	$1.75K	Hold	15	–	–	﹤0.01%	467
2023 Q3	$1.64K	Hold	15	–	–	﹤0.01%	482
2023 Q2	$1.38K	Sell	15 -768	-98%	-$63.7K	﹤0.01%	482
2023 Q1	$61.5K	Buy	783 +776	+11,086%	+$62.8K	0.02%	212
2022 Q4	$604	Hold	7	–	–	﹤0.01%	499
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	450
2022 Q2	$0	Sell	7 -93	-93%	-$5.59K	﹤0.01%	535
2022 Q1	$6K	Buy	+100	New	+$4.88K	﹤0.01%	334