EFA
CEG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Evernest Financial Advisors's CEG Position: Q1 2026 in Review

Evernest Financial Advisors increased its Constellation Energy (CEG) stake by 3.7% in Q1 2026, buying an estimated $20.1K and bringing the position to 1,831 shares worth $577K. The position accounts for 0.12% of the portfolio, ranked #109.

Evernest Financial Advisors first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $593K in Q3 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Evernest Financial Advisors held 1,831 shares of Constellation Energy worth $577K as of Q1 2026.
  • Evernest Financial Advisors bought 66 Constellation Energy shares in Q1 2026, an estimated $20.1K.
  • Constellation Energy made up 0.12% of Evernest Financial Advisors's portfolio in Q1 2026, its #109 holding.
  • Evernest Financial Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Evernest Financial Advisors's Constellation Energy position peaked at $593K in Q3 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.