WealthPlan Investment Management’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	$474K	Hold	1,470	–	–	0.03%	241
2025 Q1	$296K	Hold	1,470	–	–	0.03%	223
2024 Q4	$329K	Buy	+1,470	New	+$329K	0.03%	210
2023 Q2	–	Sell	-192	Closed	-$15.1K	–	385
2023 Q1	$15.1K	Buy	+192	New	+$15.1K	﹤0.01%	306