Meriwether Wealth & Planning’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$209K Sell
842
-3
-0.4% -$845 0.1% 118
2026
Q1
$236K Sell
845
-1
-0.1% -$304 0.13% 110
2025
Q4
$299K Hold
846
0.17% 85
2025
Q3
$278K Buy
846
+2
+0.2% +$645 0.16% 91
2025
Q2
$272K Buy
+844
New +$223K 0.17% 95

Other funds holding CEG

Meriwether Wealth & Planning's CEG Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Constellation Energy (CEG) stake by 0.36% in Q2 2026, selling an estimated $845 and leaving 842 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #118.

Meriwether Wealth & Planning first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q4 2025. 280 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Meriwether Wealth & Planning held 842 shares of Constellation Energy worth $209K as of Q2 2026.
  • Meriwether Wealth & Planning sold 3 Constellation Energy shares in Q2 2026, an estimated $845.
  • Constellation Energy made up 0.1% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #118 holding.
  • Meriwether Wealth & Planning first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Meriwether Wealth & Planning's Constellation Energy position peaked at $299K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.