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EverSource Wealth Advisors’s Constellation Energy CEG Stock Holding History

EverSource Wealth 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 		$2.42M Buy
9,756
+1,447
+17% +$408K 0.08% 192
2026
Q1 		$2.32M Buy
8,309
+2,219
+36% +$674K 0.07% 197
2025
Q4 		$2.15M Buy
6,090
+417
+7% +$152K 0.08% 183
2025
Q3 		$1.87M Buy
5,673
+1,527
+37% +$493K 0.07% 185
2025
Q2 		$1.34M Buy
4,146
+118
+3% +$31.2K 0.06% 217
2025
Q1 		$812K Buy
4,028
+611
+18% +$164K 0.04% 286
2024
Q4 		$764K Buy
3,417
+163
+5% +$40.6K 0.04% 287
2024
Q3 		$846K Buy
3,254
+266
+9% +$52.9K 0.05% 244
2024
Q2 		$567K Buy
2,988
+866
+41% +$177K 0.04% 288
2024
Q1 		$395K Buy
2,122
+328
+18% +$46.6K 0.03% 321
2023
Q4 		$210K Buy
1,794
+387
+28% +$45.2K 0.02% 423
2023
Q3 		$153K Sell
1,407
-21
-1% -$2.16K 0.02% 461
2023
Q2 		$131K Sell
1,428
-130
-8% -$10.8K 0.01% 493
2023
Q1 		$122K Sell
1,558
-223
-13% -$18K 0.02% 481
2022
Q4 		$154K Buy
1,781
+26
+1% +$2.34K 0.02% 398
2022
Q3 		$146K Sell
1,755
-4
-0.2% -$295 0.03% 350
2022
Q2 		$101K Buy
1,759
+1,043
+146% +$62.7K 0.03% 372
2022
Q1 		$40K Buy
+716
New +$34.9K 0.01% 505

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

EverSource Wealth Advisors's CEG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Constellation Energy (CEG) stake by 17% in Q2 2026, buying an estimated $408K and bringing the position to 9,756 shares worth $2.42M. The position accounts for 0.08% of the portfolio, ranked #192.

EverSource Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • EverSource Wealth Advisors held 9,756 shares of Constellation Energy worth $2.42M as of Q2 2026.
  • EverSource Wealth Advisors bought 1,447 Constellation Energy shares in Q2 2026, an estimated $408K.
  • Constellation Energy made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • EverSource Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.