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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CEG holding history

Constellation Energy Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEG overviewAll 13F holders of CEGFull Q2 2026 holdings

Shares (Q2 2026)
1,118
Value
$277.7K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of CEG by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,118$277.7K<0.1%00.0%UnchangedHolders
Q1 20261,118$312.2K<0.1%+57+5.4%AddedHolders
Q4 20251,061$374.8K<0.1%00.0%UnchangedHolders
Q3 20251,061$349.1K<0.1%−18−1.7%ReducedHolders
Q2 20251,079$348.3K<0.1%−20−1.8%ReducedHolders
Q1 20251,099$221.6K<0.1%−44−3.8%ReducedHolders
Q4 20241,143$255.7K<0.1%00.0%UnchangedHolders
Q3 20241,143$297.2K<0.1%+1,143NewHolders