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EP Wealth Advisors’s Constellation Energy CEG Stock Holding History

EP Wealth Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.34M Buy
13,458
+6,245
+87% +$1.76M 0.01% 463
2026
Q1 		$2.01M Buy
7,213
+710
+11% +$216K 0.01% 479
2025
Q4 		$2.3M Buy
+6,503
New +$2.36M 0.01% 415
2025
Q2 		$2.22M Sell
6,868
-481
-7% -$127K 0.01% 395
2025
Q1 		$1.48M Buy
7,349
+856
+13% +$229K 0.01% 415
2024
Q4 		$1.45M Buy
6,493
+177
+3% +$44.1K 0.01% 415
2024
Q3 		$1.64M Buy
6,316
+1,701
+37% +$338K 0.01% 391
2024
Q2 		$924K Buy
4,615
+785
+20% +$160K 0.01% 408
2024
Q1 		$708K Buy
3,830
+802
+26% +$114K 0.01% 441
2023
Q4 		$354K Buy
3,028
+438
+17% +$51.1K ﹤0.01% 571
2023
Q3 		$283K Buy
+2,590
New +$267K ﹤0.01% 572

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EP Wealth Advisors's CEG Position: Q2 2026 in Review

EP Wealth Advisors increased its Constellation Energy (CEG) stake by 87% in Q2 2026, buying an estimated $1.76M and bringing the position to 13,458 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #463.

EP Wealth Advisors first reported a position in CEG in Q3 2023 and has held it in 11 quarters since. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • EP Wealth Advisors held 13,458 shares of Constellation Energy worth $3.34M as of Q2 2026.
  • EP Wealth Advisors bought 6,245 Constellation Energy shares in Q2 2026, an estimated $1.76M.
  • Constellation Energy made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #463 holding.
  • EP Wealth Advisors first reported a position in Constellation Energy in Q3 2023 and has held it in 11 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.