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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
Q2 		$355K Sell
1,429
-97
-6% -$27.3K 0.01% 636
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 $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

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

Meridian Wealth Management reduced its Constellation Energy (CEG) stake by 6.4% in Q2 2026, selling an estimated $27.3K and leaving 1,429 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #636.

Meridian Wealth Management first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $570K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Meridian Wealth Management held 1,429 shares of Constellation Energy worth $355K as of Q2 2026.
  • Meridian Wealth Management sold 97 Constellation Energy shares in Q2 2026, an estimated $27.3K.
  • Constellation Energy made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #636 holding.
  • Meridian Wealth Management first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
  • Meridian Wealth Management's Constellation Energy position peaked at $570K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.