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Whipplewood Advisors’s Constellation Energy CEG Stock Holding History

Whipplewood Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$46.8K Sell
145
-44
-23% -$14.2K 0.03% 324
2025
Q1 		$35.9K Buy
189
+116
+159% +$22K 0.02% 356
2024
Q4 		$16.3K Buy
+73
New +$16.3K 0.01% 477