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Everhart Financial Group’s Constellation Energy CEG Stock Holding History

Everhart Financial Group’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 		$683K Sell
2,751
-576
-17% -$162K 0.04% 228
2026
Q1 		$929K Buy
3,327
+307
+10% +$93.3K 0.08% 190
2025
Q4 		$1.07M Buy
3,020
+60
+2% +$21.8K 0.1% 144
2025
Q3 		$974K Buy
2,960
+660
+29% +$213K 0.1% 144
2025
Q2 		$742K Buy
2,300
+218
+10% +$57.7K 0.09% 167
2025
Q1 		$420K Buy
2,082
+287
+16% +$76.9K 0.06% 237
2024
Q4 		$402K Buy
1,795
+84
+5% +$20.9K 0.08% 219
2024
Q3 		$445K Buy
1,711
+670
+64% +$133K 0.1% 208
2024
Q2 		$208K Buy
+1,041
New +$212K 0.05% 283

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's CEG Position: Q2 2026 in Review

Everhart Financial Group reduced its Constellation Energy (CEG) stake by 17% in Q2 2026, selling an estimated $162K and leaving 2,751 shares worth $683K. The position accounts for 0.04% of the portfolio, ranked #228.

Everhart Financial Group first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2025. 418 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Everhart Financial Group held 2,751 shares of Constellation Energy worth $683K as of Q2 2026.
  • Everhart Financial Group sold 576 Constellation Energy shares in Q2 2026, an estimated $162K.
  • Constellation Energy made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #228 holding.
  • Everhart Financial Group first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
  • Everhart Financial Group's Constellation Energy position peaked at $1.07M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.