EP Wealth Advisors’s Constellation Energy CEG Stock Holding History

EP Wealth Advisors’s Portfolio CEG Stock Details CEG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Sell
2025 Q1	$1.48M	Buy
2024 Q4	$1.45M	Buy
2024 Q3	$1.64M	Buy
2024 Q2	$924K	Buy
2024 Q1	$708K	Buy
2023 Q4	$354K	Buy
2023 Q3	$283K	Buy