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Richards, Merrill & Peterson’s Constellation Energy CEG Stock Holding History

Richards, Merrill & Peterson’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 		$1.5M Buy
6,057
+680
+13% +$192K 0.48% 54
2026
Q1 		$1.5M Buy
5,377
+274
+5% +$83.3K 0.55% 47
2025
Q4 		$1.8M Buy
5,103
+1,907
+60% +$693K 0.69% 32
2025
Q3 		$1.05M Buy
3,196
+997
+45% +$322K 0.45% 55
2025
Q2 		$710K Buy
2,199
+1,594
+263% +$422K 0.34% 78
2025
Q1 		$122K Buy
+605
New +$162K 0.06% 175

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

Richards, Merrill & Peterson's CEG Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Constellation Energy (CEG) stake by 13% in Q2 2026, buying an estimated $192K and bringing the position to 6,057 shares worth $1.5M. The position accounts for 0.48% of the portfolio, ranked #54.

Richards, Merrill & Peterson first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Richards, Merrill & Peterson held 6,057 shares of Constellation Energy worth $1.5M as of Q2 2026.
  • Richards, Merrill & Peterson bought 680 Constellation Energy shares in Q2 2026, an estimated $192K.
  • Constellation Energy made up 0.48% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #54 holding.
  • Richards, Merrill & Peterson first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Richards, Merrill & Peterson's Constellation Energy position peaked at $1.8M in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.