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Evernest Financial Advisors’s Constellation Energy CEG Stock Holding History

Evernest Financial Advisors’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 		$381K Sell
1,535
-296
-16% -$83.4K 0.08% 136
2026
Q1 		$577K Buy
1,831
+66
+4% +$20.1K 0.12% 109
2025
Q4 		$480K Sell
1,765
-37
-2% -$13.4K 0.1% 119
2025
Q3 		$593K Buy
1,802
+10
+0.6% +$3.23K 0.17% 109
2025
Q2 		$578K Buy
1,792
+229
+15% +$60.6K 0.19% 102
2025
Q1 		$315K Buy
1,563
+55
+4% +$14.7K 0.11% 125
2024
Q4 		$337K Buy
1,508
+243
+19% +$60.6K 0.09% 127
2024
Q3 		$329K Buy
+1,265
New +$251K 0.09% 122

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

Evernest Financial Advisors's CEG Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Constellation Energy (CEG) stake by 16% in Q2 2026, selling an estimated $83.4K and leaving 1,535 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #136.

Evernest Financial Advisors first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $593K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Evernest Financial Advisors held 1,535 shares of Constellation Energy worth $381K as of Q2 2026.
  • Evernest Financial Advisors sold 296 Constellation Energy shares in Q2 2026, an estimated $83.4K.
  • Constellation Energy made up 0.08% of Evernest Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Evernest Financial Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Evernest Financial Advisors's Constellation Energy position peaked at $593K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.