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Riverbend Wealth Management’s Constellation Energy CEG Stock Holding History

Riverbend 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 		$641K Sell
2,581
-450
-15% -$127K 0.32% 86
2026
Q1 		$846K Buy
3,031
+312
+11% +$94.8K 0.48% 58
2025
Q4 		$961K Buy
2,719
+160
+6% +$58.1K 0.6% 47
2025
Q3 		$842K Buy
2,559
+125
+5% +$40.3K 0.59% 47
2025
Q2 		$785K Buy
+2,434
New +$644K 0.59% 44

Other funds holding CEG

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Riverbend Wealth Management reduced its Constellation Energy (CEG) stake by 15% in Q2 2026, selling an estimated $127K and leaving 2,581 shares worth $641K. The position accounts for 0.32% of the portfolio, ranked #86.

Riverbend Wealth Management first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $961K in Q4 2025. 809 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Riverbend Wealth Management held 2,581 shares of Constellation Energy worth $641K as of Q2 2026.
  • Riverbend Wealth Management sold 450 Constellation Energy shares in Q2 2026, an estimated $127K.
  • Constellation Energy made up 0.32% of Riverbend Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Riverbend Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Riverbend Wealth Management's Constellation Energy position peaked at $961K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.