Choate Investment Advisors’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $781K | Buy |
2,421
+430
| +22% | +$139K | 0.02% | 219 |
|
2025
Q1 | $401K | Sell |
1,991
-566
| -22% | -$114K | 0.01% | 285 |
|
2024
Q4 | $572K | Buy |
2,557
+1,183
| +86% | +$265K | 0.01% | 253 |
|
2024
Q3 | $357K | Buy |
1,374
+139
| +11% | +$36.1K | 0.01% | 296 |
|
2024
Q2 | $247K | Sell |
1,235
-29
| -2% | -$5.81K | 0.01% | 333 |
|
2024
Q1 | $234K | Buy |
+1,264
| New | +$234K | 0.01% | 365 |
|