Trifecta Capital Advisors’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
2025
Q1
$3.02K Hold
2024
Q4
$3.36K Hold
2024
Q3
$3.9K Hold
2024
Q2
$3K Hold
2024
Q1
$2.77K Hold
2023
Q4
$1.75K Hold
2023
Q3
$1.64K Hold
2023
Q2
$1.37K Hold
2023
Q1
$1.18K Hold
2022
Q4
$1.29K Buy