WEATHERLY ASSET MANAGEMENT L. P. CEG Holdings History
Number of Shares
8,923.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
0.25%
Total Estimate Gain
$554,565.74
% of Total Estimate Gain
24.31%
WEATHERLY ASSET MANAGEMENT L. P.'s Constellation Energy Corp Holding Summary
As of 2025-06-30, WEATHERLY ASSET MANAGEMENT L. P. held 8,923.00 shares of Constellation Energy Corp(CEG), totaling $2.88 Mil. This investment constitutes 0.25% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0% of the outstanding Constellation Energy Corp(CEG) stock.
The initial trade took place in 2024Q3. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 4 purchases of CEG, at an average price of $255.64, for a total of 8,923.00 shares. Based on historical transaction data and CEG's current price of $317.79, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his CEG holdings is $554,565.74, reflecting a 24.31% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. CEG ($317.79) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. CEG ($317.79) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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