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Evergreen Private Wealth’s Constellation Energy CEG Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-9
Closed -$2.96K – 111
2025
Q3 		$2.96K Hold
9
– – ﹤0.01% 203
2025
Q2 		$2.9K Buy
+9
New +$2.38K ﹤0.01% 222

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Evergreen Private Wealth's CEG Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 9 shares — an estimated $2.96K sold.

Evergreen Private Wealth first reported a position in CEG in Q2 2025 and held it in 2 quarters. The position peaked at $2.96K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 9 Constellation Energy shares in Q4 2025, an estimated $2.96K.
  • Evergreen Private Wealth first reported a position in Constellation Energy in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Constellation Energy position peaked at $2.96K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.