Evermay Wealth 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
$999 Hold
3
﹤0.01% 522
2025
Q1
$623 Hold
3
﹤0.01% 541
2024
Q4
$690 Buy
+3
New +$690 ﹤0.01% 535
2024
Q1
Sell
-3
Closed -$351 632
2023
Q4
$351 Buy
+3
New +$351 ﹤0.01% 619
2022
Q3
Sell
-3
Closed 516
2022
Q2
$0 Hold
3
﹤0.01% 519
2022
Q1
$0 Buy
+3
New ﹤0.01% 527