RKL 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
$910K Buy
2,819
+1
+0% +$323 0.08% 96
2025
Q1
$568K Sell
2,818
-52
-2% -$10.5K 0.05% 115
2024
Q4
$642K Buy
+2,870
New +$642K 0.06% 110