CEG β€” CONSTELLATION ENERGY CORP

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  Β·  5 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported CONSTELLATION ENERGY CORP (CEG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.69% in 2025 Q4. The latest visible filing shows CEG at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICHARDS, MERRILL & PETERSON, INC.'s position in CONSTELLATION ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CEG was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RICHARDS, MERRILL & PETERSON, INC. held CEG β€” position size vs. price
% of Fund (quarterly)    CEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,377 +274 +5.4% 0.55% $1.5M 2026-04-17 $296.21
2025 Q4 ADDED 5,103 +1,907 +59.7% 0.69% $1.8M 2026-01-27 $288.37
2025 Q3 ADDED 3,196 +997 +45.3% 0.45% $1.1M 2025-10-16 $395.55
2025 Q2 ADDED 2,199 +1,594 +263.5% 0.34% $710K 2025-07-31 $346.56
2025 Q1 INITIATED 605 β€” β€” 0.06% $122K 2025-05-07 $266.77

FAQ About RICHARDS, MERRILL & PETERSON, INC. and CEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICHARDS, MERRILL & PETERSON, INC. reported owning CEG?

RICHARDS, MERRILL & PETERSON, INC. reported CEG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CEG position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for CEG was 0.69% in 2025 Q4.

What is the latest reported CEG position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 5,377 shares, equal to 0.55% of portfolio, with an estimated market value of $1.5M.

What does the chart on this CEG ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, INC.'s quarterly CEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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