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Trivest Advisors’s Constellation Energy CEG Stock Holding History

Trivest Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-379,100
Closed -$84.8M – 29
2024
Q4 		$84.8M Buy
+379,100
New +$84.8M 3.85% 8