EWS
CEG icon

Evergreen Wealth Solutions’s Constellation Energy CEG Stock Holding History

Evergreen Wealth Solutions’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 		$209K Sell
750
-18
-2% -$5.07K 0.01% 493
2026
Q1 		$215K Buy
+768
New +$233K 0.02% 387

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

Evergreen Wealth Solutions's CEG Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Constellation Energy (CEG) stake by 2.3% in Q2 2026, selling an estimated $5.07K and leaving 750 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #493.

Evergreen Wealth Solutions first reported a position in CEG in Q1 2026 and has held it in 2 quarters since. The position peaked at $215K in Q1 2026. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Evergreen Wealth Solutions held 750 shares of Constellation Energy worth $209K as of Q2 2026.
  • Evergreen Wealth Solutions sold 18 Constellation Energy shares in Q2 2026, an estimated $5.07K.
  • Constellation Energy made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #493 holding.
  • Evergreen Wealth Solutions first reported a position in Constellation Energy in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Constellation Energy position peaked at $215K in Q1 2026.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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