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Marion Wealth Management’s Constellation Energy CEG Stock Holding History

Marion Wealth Management’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 		$650K Buy
2,618
+164
+7% +$46.2K 0.13% 94
2026
Q1 		$685K Buy
2,454
+207
+9% +$62.9K 0.15% 87
2025
Q4 		$650K Buy
2,247
+14
+0.6% +$5.09K 0.14% 87
2025
Q3 		$735K Buy
2,233
+48
+2% +$15.5K 0.17% 82
2025
Q2 		$705K Buy
2,185
+483
+28% +$128K 0.18% 83
2025
Q1 		$343K Buy
1,702
+106
+7% +$28.4K 0.09% 98
2024
Q4 		$357K Sell
1,596
-7
-0.4% -$1.75K 0.09% 102
2024
Q3 		$417K Buy
1,603
+197
+14% +$39.1K 0.11% 97
2024
Q2 		$282K Sell
1,406
-210
-13% -$42.8K 0.08% 110
2024
Q1 		$299K Buy
+1,616
New +$229K 0.09% 104

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Marion Wealth Management's CEG Position: Q2 2026 in Review

Marion Wealth Management increased its Constellation Energy (CEG) stake by 6.7% in Q2 2026, buying an estimated $46.2K and bringing the position to 2,618 shares worth $650K. The position accounts for 0.13% of the portfolio, ranked #94.

Marion Wealth Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $735K in Q3 2025. 278 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Marion Wealth Management held 2,618 shares of Constellation Energy worth $650K as of Q2 2026.
  • Marion Wealth Management bought 164 Constellation Energy shares in Q2 2026, an estimated $46.2K.
  • Constellation Energy made up 0.13% of Marion Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Marion Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Marion Wealth Management's Constellation Energy position peaked at $735K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.