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WESPAC Advisors SoCal’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.42M Buy
19,876
+11,193
+129% +$3.61M 1.43% 29
2025
Q1
$1.75M Buy
+8,683
New +$1.75M 0.46% 51