Waverly Advisors’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.7M Buy
2025
Q2
$2.46M Buy
2025
Q1
$1.39M Buy
2024
Q4
$945K Buy
2024
Q3
$739K Sell
2024
Q2
$582K Buy
2024
Q1
$488K Buy