Evermay Wealth Management’s Constellation Energy CEG Stock Holding History

Evermay 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	$33.8K	Buy	136 +133	+4,433%	+$37.5K	﹤0.01%	395
2026 Q1	$867	Hold	3	–	–	﹤0.01%	567
2025 Q4	$1.1K	Hold	3	–	–	﹤0.01%	534
2025 Q3	$1.02K	Hold	3	–	–	﹤0.01%	512
2025 Q2	$999	Hold	3	–	–	﹤0.01%	522
2025 Q1	$623	Hold	3	–	–	﹤0.01%	541
2024 Q4	$690	Buy	+3	New	+$748	﹤0.01%	535
2024 Q1	–	Sell	-3	Closed	-$351	–	632
2023 Q4	$351	Buy	+3	New	+$350	﹤0.01%	619
2022 Q3	–	Sell	-3	Closed	–	–	516
2022 Q2	$0	Hold	3	–	–	﹤0.01%	519
2022 Q1	$0	Buy	+3	New	+$146	﹤0.01%	527

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

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

Evermay Wealth Management increased its Constellation Energy (CEG) stake by 4,433% in Q2 2026, buying an estimated $37.5K and bringing the position to 136 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Evermay Wealth Management first reported a position in CEG in Q1 2022 and has held it in 10 quarters since. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Evermay Wealth Management held 136 shares of Constellation Energy worth $33.8K as of Q2 2026.
Evermay Wealth Management bought 133 Constellation Energy shares in Q2 2026, an estimated $37.5K.
Constellation Energy made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #395 holding.
Evermay Wealth Management first reported a position in Constellation Energy in Q1 2022 and has held it in 10 quarters since.
1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.