United Asset Strategies’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	$435K	Sell	1,349 -48,633	-97%	-$15.7M	0.04%	199
2025 Q1	$10.1M	Buy	49,982 +48,360	+2,982%	+$9.75M	0.94%	37
2024 Q4	$363K	Buy	1,622 +362	+29%	+$81K	0.03%	194
2024 Q3	$328K	Buy	+1,260	New	+$328K	0.03%	196