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Merit Financial Group’s Constellation Energy CEG Stock Holding History

Merit Financial Group’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 		$3.91M Buy
15,749
+1,028
+7% +$290K 0.02% 501
2026
Q1 		$4.11M Buy
14,721
+770
+6% +$234K 0.03% 445
2025
Q4 		$4.93M Buy
13,951
+3,941
+39% +$1.43M 0.04% 366
2025
Q3 		$3.29M Buy
10,010
+993
+11% +$320K 0.03% 418
2025
Q2 		$2.91M Buy
9,017
+1,127
+14% +$298K 0.03% 411
2025
Q1 		$1.59M Buy
7,890
+1,689
+27% +$453K 0.02% 495
2024
Q4 		$1.39M Buy
6,201
+4,571
+280% +$1.14M 0.02% 427
2024
Q3 		$424K Buy
1,630
+134
+9% +$26.6K 0.01% 592
2024
Q2 		$300K Buy
1,496
+393
+36% +$80.2K 0.01% 725
2024
Q1 		$215K Buy
+1,103
New +$157K 0.01% 799

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

Merit Financial Group's CEG Position: Q2 2026 in Review

Merit Financial Group increased its Constellation Energy (CEG) stake by 7% in Q2 2026, buying an estimated $290K and bringing the position to 15,749 shares worth $3.91M. The position accounts for 0.02% of the portfolio, ranked #501.

Merit Financial Group first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.93M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Merit Financial Group held 15,749 shares of Constellation Energy worth $3.91M as of Q2 2026.
  • Merit Financial Group bought 1,028 Constellation Energy shares in Q2 2026, an estimated $290K.
  • Constellation Energy made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #501 holding.
  • Merit Financial Group first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Merit Financial Group's Constellation Energy position peaked at $4.93M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.