Two Seas Capital’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	$15.4M	Buy	+47,688	New	+$15.4M	0.26%	15
2025 Q1	–	Sell	-98,463	Closed	-$22M	–	27
2024 Q4	$22M	Buy	98,463 +73,463	+294%	+$16.4M	1.9%	11
2024 Q3	$6.5M	Buy	+25,000	New	+$6.5M	1.05%	15