Waverly 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 | $2.46M | Buy |
7,633
+755
| +11% | +$244K | 0.03% | 455 |
|
|
2025
Q1 | $1.39M | Buy |
6,878
+2,655
| +63% | +$535K | 0.02% | 546 |
|
|
2024
Q4 | $945K | Buy |
4,223
+1,380
| +49% | +$309K | 0.01% | 525 |
|
|
2024
Q3 | $739K | Sell |
2,843
-65
| -2% | -$16.9K | 0.01% | 502 |
|
|
2024
Q2 | $582K | Buy |
2,908
+270
| +10% | +$54.1K | 0.01% | 540 |
|
|
2024
Q1 | $488K | Buy |
+2,638
| New | +$488K | 0.01% | 485 |
|