Evernest Financial Advisors’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
$578K Buy
1,792
+229
+15% +$73.9K 0.19% 102
2025
Q1
$315K Buy
1,563
+55
+4% +$11.1K 0.11% 125
2024
Q4
$337K Buy
1,508
+243
+19% +$54.3K 0.09% 127
2024
Q3
$329K Buy
+1,265
New +$329K 0.09% 122