Evercore Wealth Management’s Constellation Energy CEG Stock Holding History

Evercore Wealth Management’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	$278K	Hold	1,118	–	–	﹤0.01%	347
2026 Q1	$312K	Buy	1,118 +57	+5%	+$17.3K	﹤0.01%	329
2025 Q4	$375K	Hold	1,061	–	–	0.01%	322
2025 Q3	$349K	Sell	1,061 -18	-2%	-$5.81K	0.01%	333
2025 Q2	$348K	Sell	1,079 -20	-2%	-$5.29K	0.01%	325
2025 Q1	$222K	Sell	1,099 -44	-4%	-$11.8K	﹤0.01%	384
2024 Q4	$256K	Hold	1,143	–	–	﹤0.01%	363
2024 Q3	$297K	Buy	+1,143	New	+$227K	﹤0.01%	344

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Evercore Wealth Management's CEG Position: Q2 2026 in Review

Evercore Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 1,118 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Evercore Wealth Management first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $375K in Q4 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Evercore Wealth Management held 1,118 shares of Constellation Energy worth $278K as of Q2 2026.
Evercore Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #347 holding.
Evercore Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
Evercore Wealth Management's Constellation Energy position peaked at $375K in Q4 2025.
1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.