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 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 $5.72T AUM 30.48% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Evercore Wealth Management's CEG Position: Q1 2026 in Review

Evercore Wealth Management increased its Constellation Energy (CEG) stake by 5.4% in Q1 2026, buying an estimated $17.3K and bringing the position to 1,118 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Evercore Wealth Management first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $375K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Evercore Wealth Management held 1,118 shares of Constellation Energy worth $312K as of Q1 2026.
Evercore Wealth Management bought 57 Constellation Energy shares in Q1 2026, an estimated $17.3K.
Constellation Energy made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #329 holding.
Evercore Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
Evercore Wealth Management's Constellation Energy position peaked at $375K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.