Trivium Point Advisory’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
1,339
-627
-32% -$202K 0.05% 247
2025
Q1
$396K Sell
1,966
-51
-3% -$10.3K 0.05% 255
2024
Q4
$451K Buy
+2,017
New +$451K 0.06% 235