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 Q3	$34.4K	Sell	135 -1	-0.7%	-$267	﹤0.01%	383
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Evermay Wealth Management's CEG Position: Q3 2026 in Review

Evermay Wealth Management reduced its Constellation Energy (CEG) stake by 0.74% in Q3 2026, selling an estimated $267 and leaving 135 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Evermay Wealth Management first reported a position in CEG in Q1 2022 and has held it in 11 quarters since. 1,152 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Evermay Wealth Management held 135 shares of Constellation Energy worth $34.4K as of Q3 2026.
Evermay Wealth Management sold 1 Constellation Energy share in Q3 2026, an estimated $267.
Constellation Energy made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #383 holding.
Evermay Wealth Management first reported a position in Constellation Energy in Q1 2022 and has held it in 11 quarters since.
1,152 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.