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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
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 $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

EverSource Wealth Advisors's CEG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Constellation Energy (CEG) stake by 36% in Q1 2026, buying an estimated $674K and bringing the position to 8,309 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #197.

EverSource Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 17 quarters since. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • EverSource Wealth Advisors held 8,309 shares of Constellation Energy worth $2.32M as of Q1 2026.
  • EverSource Wealth Advisors bought 2,219 Constellation Energy shares in Q1 2026, an estimated $674K.
  • Constellation Energy made up 0.07% of EverSource Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • EverSource Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 17 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.