TriaGen Wealth 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	$309K	Hold	1,106	–	–	0.08%	146
2025 Q4	$391K	Hold	1,106	–	–	0.1%	133
2025 Q3	$364K	Sell	1,106 -30	-3%	-$9.68K	0.09%	145
2025 Q2	$367K	Buy	1,136 +11	+1%	+$2.91K	0.11%	133
2025 Q1	$227K	Sell	1,125 -154	-12%	-$41.3K	0.08%	151
2024 Q4	$286K	Sell	1,279 -78	-6%	-$19.4K	0.1%	143
2024 Q3	$353K	Sell	1,357 -2,450	-64%	-$487K	0.12%	129
2024 Q2	$762K	Buy	3,807 +52	+1%	+$10.6K	0.29%	78
2024 Q1	$694K	Sell	3,755 -59	-2%	-$8.38K	0.29%	78
2023 Q4	$446K	Buy	3,814 +162	+4%	+$18.9K	0.21%	97
2023 Q3	$398K	Buy	3,652 +2	+0.1%	+$206	0.2%	100
2023 Q2	$334K	Buy	3,650 +26	+0.7%	+$2.15K	0.15%	121
2023 Q1	$284K	Sell	3,624 -538	-13%	-$43.5K	0.14%	129
2022 Q4	$359K	Buy	4,162 +809	+24%	+$72.8K	0.2%	116
2022 Q3	$279K	Buy	+3,353	New	+$247K	0.15%	130