Wealth Preservation Advisors’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
$345K Buy
1,068
+2
+0.2% +$645 0.21% 63
2025
Q1
$215K Buy
+1,066
New +$215K 0.15% 73