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Meridian Wealth Management’s Constellation Energy CEG Stock Holding History

Meridian 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
Q1 		$426K Sell
1,526
-89
-6% -$27K 0.02% 553
2025
Q4 		$570K Buy
1,615
+381
+31% +$138K 0.02% 472
2025
Q3 		$406K Sell
1,234
-27
-2% -$8.71K 0.02% 524
2025
Q2 		$407K Sell
1,261
-76
-6% -$20.1K 0.02% 496
2025
Q1 		$269K Buy
1,337
+170
+15% +$45.6K 0.01% 539
2024
Q4 		$261K Buy
1,167
+69
+6% +$17.2K 0.01% 544
2024
Q3 		$286K Buy
1,098
+31
+3% +$6.16K 0.01% 532
2024
Q2 		$214K Buy
+1,067
New +$218K 0.03% 272

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

Meridian Wealth Management's CEG Position: Q1 2026 in Review

Meridian Wealth Management reduced its Constellation Energy (CEG) stake by 5.5% in Q1 2026, selling an estimated $27K and leaving 1,526 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #553.

Meridian Wealth Management first reported a position in CEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $570K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Meridian Wealth Management held 1,526 shares of Constellation Energy worth $426K as of Q1 2026.
  • Meridian Wealth Management sold 89 Constellation Energy shares in Q1 2026, an estimated $27K.
  • Constellation Energy made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #553 holding.
  • Meridian Wealth Management first reported a position in Constellation Energy in Q2 2024 and has held it in 8 quarters since.
  • Meridian Wealth Management's Constellation Energy position peaked at $570K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.