Evergreen Capital 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
$655K Buy
2,030
+455
+29% +$147K 0.02% 462
2025
Q1
$318K Buy
1,575
+328
+26% +$66.1K 0.01% 714
2024
Q4
$279K Buy
1,247
+43
+4% +$9.62K 0.01% 776
2024
Q3
$313K Buy
1,204
+124
+11% +$32.2K 0.01% 690
2024
Q2
$216K Buy
+1,080
New +$216K 0.01% 821