WAM
Weatherly Asset Management’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
8,923
+3,985
| +81% | +$1.29M | 0.25% | 66 |
|
|
2025
Q1 | $996K | Buy |
4,938
+2,361
| +92% | +$476K | 0.09% | 102 |
|
|
2024
Q4 | $577K | Buy |
2,577
+1,700
| +194% | +$380K | 0.05% | 126 |
|
|
2024
Q3 | $228K | Buy |
+877
| New | +$228K | 0.02% | 169 |
|