EWM
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Evercore Wealth Management’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
1,079
-20
-2% -$6.46K 0.01% 325
2025
Q1
$222K Sell
1,099
-44
-4% -$8.87K ﹤0.01% 379
2024
Q4
$256K Hold
1,143
﹤0.01% 363
2024
Q3
$297K Buy
+1,143
New +$297K ﹤0.01% 344