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Evoke Wealth’s Constellation Energy CEG Stock Holding History

Evoke Wealth’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 		– Sell
-2,115
Closed -$591K – 105
2026
Q1 		$591K Sell
2,115
-74
-3% -$22.5K 0.01% 373
2025
Q4 		$773K Sell
2,189
-13
-0.6% -$4.72K 0.01% 309
2025
Q3 		$725K Buy
2,202
+371
+20% +$120K 0.01% 294
2025
Q2 		$591K Buy
1,831
+399
+28% +$106K 0.01% 312
2025
Q1 		$289K Sell
1,432
-60
-4% -$16.1K 0.01% 363
2024
Q4 		$334K Buy
1,492
+19
+1% +$4.74K 0.01% 324
2024
Q3 		$383K Buy
+1,473
New +$293K 0.01% 298
2024
Q2 		– Sell
-1,464
Closed -$271K – 147
2024
Q1 		$271K Buy
+1,464
New +$208K 0.01% 339
2022
Q4 		– Sell
-875
Closed -$73K – 492
2022
Q3 		$73K Hold
875
– – ﹤0.01% 463
2022
Q2 		$50K Sell
875
-10
-1% -$601 ﹤0.01% 512
2022
Q1 		$50K Buy
+885
New +$43.2K ﹤0.01% 520

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

Evoke Wealth's CEG Position: Q2 2026 in Review

Evoke Wealth sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 2,115 shares — an estimated $591K sold.

Evoke Wealth first reported a position in CEG in Q1 2022 and held it in 11 quarters. The position peaked at $773K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Evoke Wealth reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,115 Constellation Energy shares in Q2 2026, an estimated $591K.
  • Evoke Wealth first reported a position in Constellation Energy in Q1 2022 and held it in 11 quarters.
  • Evoke Wealth's Constellation Energy position peaked at $773K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.