Willner & Heller’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	$430K	Sell	1,333 -114	-8%	-$36.8K	0.36%	89
2025 Q1	$292K	Buy	1,447 +3	+0.2%	+$605	0.27%	119
2024 Q4	$323K	Buy	1,444 +2	+0.1%	+$447	0.28%	112
2024 Q3	$375K	Buy	+1,442	New	+$375K	0.33%	102