Evelyn Partners Investment Management Services’s Constellation Energy CEG Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	$21.5K	Buy	+77	New	+$23.4K	﹤0.01%	220

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Evelyn Partners Investment Management Services's CEG Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Constellation Energy (CEG) in Q1 2026: 77 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #220 among its holdings.

1,904 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Evelyn Partners Investment Management Services held 77 shares of Constellation Energy worth $21.5K as of Q1 2026.
Constellation Energy was a new Evelyn Partners Investment Management Services position in Q1 2026.
Constellation Energy made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #220 holding.
1,904 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.