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Birch Hill Investment Advisors’s Constellation Energy CEG Stock Holding History

Birch Hill Investment Advisors’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 		$786K Buy
3,164
+820
+35% +$231K 0.03% 129
2026
Q1 		$655K Buy
2,344
+300
+15% +$91.2K 0.03% 132
2025
Q4 		$722K Buy
+2,044
New +$743K 0.03% 127

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Birch Hill Investment Advisors's CEG Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its Constellation Energy (CEG) stake by 35% in Q2 2026, buying an estimated $231K and bringing the position to 3,164 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #129.

Birch Hill Investment Advisors first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. 1,180 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Birch Hill Investment Advisors held 3,164 shares of Constellation Energy worth $786K as of Q2 2026.
  • Birch Hill Investment Advisors bought 820 Constellation Energy shares in Q2 2026, an estimated $231K.
  • Constellation Energy made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Birch Hill Investment Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.