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

Meriwether Wealth & Planning’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 Q3	$55.1K	Sell	217 -625	-74%	-$167K	0.02%	258
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Meriwether Wealth & Planning's CEG Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Constellation Energy (CEG) stake by 74% in Q3 2026, selling an estimated $167K and leaving 217 shares worth $55.1K. The position accounts for 0.02% of the portfolio, ranked #258.

Meriwether Wealth & Planning first reported a position in CEG in Q2 2025 and has held it in 6 quarters since. The position peaked at $299K in Q4 2025. 368 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Meriwether Wealth & Planning held 217 shares of Constellation Energy worth $55.1K as of Q3 2026.
Meriwether Wealth & Planning sold 625 Constellation Energy shares in Q3 2026, an estimated $167K.
Constellation Energy made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #258 holding.
Meriwether Wealth & Planning first reported a position in Constellation Energy in Q2 2025 and has held it in 6 quarters since.
Meriwether Wealth & Planning's Constellation Energy position peaked at $299K in Q4 2025.
368 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.