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